Pinnacle Summer Investments’s Jefferies Financial Group JEF Stock Holding History

Pinnacle Summer Investments’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-190	Closed	-$4K	–	849
2015 Q1	$4K	Hold	190	–	–	﹤0.01%	891
2014 Q4	$4K	Hold	190	–	–	﹤0.01%	910
2014 Q3	$4K	Hold	190	–	–	﹤0.01%	927
2014 Q2	$4K	Buy	+190	New	+$4.41K	﹤0.01%	871
2013 Q3	–	Sell	-190	Closed	-$4K	–	959
2013 Q2	$4K	Buy	+190	New	+$4.99K	﹤0.01%	716

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return