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Stone Toro Investment Advisers’s Jefferies Financial Group JEF Stock Holding History

Stone Toro Investment Advisers’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
2013
Q4 		– Sell
-15,752
Closed -$384K – 142
2013
Q3 		$384K Buy
+15,752
New +$377K 0.25% 84

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FCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Stone Toro Investment Advisers's JEF Position: Q4 2013 in Review

Stone Toro Investment Advisers sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 15,752 shares — an estimated $384K sold.

Stone Toro Investment Advisers first reported a position in JEF in Q3 2013 and held it in 1 quarter. The position peaked at $384K in Q3 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • Stone Toro Investment Advisers reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 15,752 Jefferies Financial Group shares in Q4 2013, an estimated $384K.
  • Stone Toro Investment Advisers first reported a position in Jefferies Financial Group in Q3 2013 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Jefferies Financial Group position peaked at $384K in Q3 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on Stone Toro Investment Advisers's 13F filing for Q4 2013, filed 28 Jan 2014.