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Stonehage Fleming Financial Services’s Jefferies Financial Group JEF Stock Holding History

Stonehage Fleming Financial Services’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
Q3 		– Sell
-1,117
Closed -$24K – 139
2015
Q2 		$24K Hold
1,117
– – ﹤0.01% 129
2015
Q1 		$22K Hold
1,117
– – ﹤0.01% 143
2014
Q4 		$22K Buy
+1,117
New +$23K ﹤0.01% 158

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 $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 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 $204B AUM 27.99% 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 $110B AUM 4.8% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Stonehage Fleming Financial Services's JEF Position: Q3 2015 in Review

Stonehage Fleming Financial Services sold out of Jefferies Financial Group (JEF) in Q3 2015, closing a stake of 1,117 shares — an estimated $24K sold.

Stonehage Fleming Financial Services first reported a position in JEF in Q4 2014 and held it in 3 quarters. The position peaked at $24K in Q2 2015. 409 funds tracked by Wall St. Rank hold JEF as of Q3 2015.

  • Stonehage Fleming Financial Services reported no remaining Jefferies Financial Group position as of Q3 2015 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 1,117 Jefferies Financial Group shares in Q3 2015, an estimated $24K.
  • Stonehage Fleming Financial Services first reported a position in Jefferies Financial Group in Q4 2014 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's Jefferies Financial Group position peaked at $24K in Q2 2015.
  • 409 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2015.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2015, filed 11 Oct 2019.