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Regal Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Regal Investment Advisors’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 		– Sell
-212
Closed -$5K – 966
2014
Q3 		$5K Buy
+212
New +$4.77K ﹤0.01% 794

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 $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $4.85B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Regal Investment Advisors's JEF Position: Q4 2014 in Review

Regal Investment Advisors sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 212 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in JEF in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Regal Investment Advisors reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 212 Jefferies Financial Group shares in Q4 2014, an estimated $5K.
  • Regal Investment Advisors first reported a position in Jefferies Financial Group in Q3 2014 and held it in 1 quarter.
  • Regal Investment Advisors's Jefferies Financial Group position peaked at $5K in Q3 2014.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.