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Schaller Investment Group’s Jefferies Financial Group JEF Stock Holding History

Schaller Investment Group’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
-27,708
Closed -$553K – 41
2015
Q1 		$553K Hold
27,708
– – 0.34% 24
2014
Q4 		$556K Sell
27,708
-20,108
-42% -$415K 0.34% 23
2014
Q3 		$1.02M Buy
47,816
+24,913
+109% +$561K 0.59% 22
2014
Q2 		$538K Hold
22,903
– – 0.32% 28
2014
Q1 		$574K Hold
22,903
– – 0.35% 27
2013
Q4 		$581K Hold
22,903
– – 0.38% 31
2013
Q3 		$558K Buy
22,903
+1
+0% +$24 0.39% 29
2013
Q2 		$538K Buy
+22,902
New +$602K 0.37% 32

Other funds holding JEF

Vanguard Group
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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAM
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
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return