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	–	848
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 New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Pinnacle Summer Investments's JEF Position: Q2 2015 in Review

Pinnacle Summer Investments sold out of Jefferies Financial Group (JEF) in Q2 2015, closing a stake of 190 shares — an estimated $4K sold.

Pinnacle Summer Investments first reported a position in JEF in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q1 2015. 431 funds tracked by Wall St. Rank hold JEF as of Q2 2015.

Pinnacle Summer Investments reported no remaining Jefferies Financial Group position as of Q2 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 190 Jefferies Financial Group shares in Q2 2015, an estimated $4K.
Pinnacle Summer Investments first reported a position in Jefferies Financial Group in Q2 2013 and held it in 5 quarters.
Pinnacle Summer Investments's Jefferies Financial Group position peaked at $4K in Q1 2015.
431 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2015.

Based on Pinnacle Summer Investments's 13F filing for Q2 2015, filed 28 Jul 2015.