Stevens First Principles Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Stevens First Principles 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	-4,217	Closed	-$90K	–	231
2014 Q3	$90K	Hold	4,217	–	–	0.05%	124
2014 Q2	$99K	Hold	4,217	–	–	0.05%	116
2014 Q1	$106K	Hold	4,217	–	–	0.07%	102
2013 Q4	$107K	Hold	4,217	–	–	0.06%	112
2013 Q3	$103K	Hold	4,217	–	–	0.06%	111
2013 Q2	$99K	Buy	+4,217	New	+$111K	0.07%	99

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 New York $609B AUM 40.19% 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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

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

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

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

Stevens First Principles Investment Advisors's JEF Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 4,217 shares — an estimated $90K sold.

Stevens First Principles Investment Advisors first reported a position in JEF in Q2 2013 and held it in 6 quarters. The position peaked at $107K in Q4 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

Stevens First Principles Investment Advisors reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 4,217 Jefferies Financial Group shares in Q4 2014, an estimated $90K.
Stevens First Principles Investment Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 6 quarters.
Stevens First Principles Investment Advisors's Jefferies Financial Group position peaked at $107K in Q4 2013.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

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