Rockefeller Financial Services’s Jefferies Financial Group JEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-551,548
Closed -$14M 523
2013
Q4
$14M Buy
551,548
+6,702
+1% +$170K 0.3% 85
2013
Q3
$13.3M Sell
544,846
-13,405
-2% -$327K 0.31% 82
2013
Q2
$13.1M Buy
+558,251
New +$13.1M 0.31% 79