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Placemark Investments’s Jefferies Financial Group JEF Stock Holding History

Placemark 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
2014
Q4 		$577K Buy
+28,804
New +$594K 0.01% 1109
2014
Q1 		– Sell
-31,179
Closed -$790K – 1624
2013
Q4 		$790K Buy
31,179
+1,564
+5% +$39.6K 0.01% 952
2013
Q3 		$721K Sell
29,615
-641
-2% -$15.3K 0.01% 940
2013
Q2 		$711K Buy
+30,256
New +$795K 0.02% 907

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
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
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Placemark Investments's JEF Position: Q4 2014 in Review

Placemark Investments opened a new position in Jefferies Financial Group (JEF) in Q4 2014: 28,804 shares worth $577K. The stake represents 0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Placemark Investments previously reported a position in JEF as recently as Q4 2013.

Placemark Investments first reported a position in JEF in Q2 2013 and has held it in 4 quarters since. The position peaked at $790K in Q4 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Placemark Investments held 28,804 shares of Jefferies Financial Group worth $577K as of Q4 2014.
  • Jefferies Financial Group was a new Placemark Investments position in Q4 2014.
  • Jefferies Financial Group made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1109 holding.
  • Placemark Investments first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 4 quarters since.
  • Placemark Investments's Jefferies Financial Group position peaked at $790K in Q4 2013.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.