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Thomas Russo’s Jefferies Financial Group JEF Stock Holding History

Thomas Russo’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
-20,220
Closed -$493K – 112
2013
Q3 		$493K Sell
20,220
-1,117
-5% -$26.7K 0.01% 89
2013
Q2 		$501K Buy
+21,337
New +$561K 0.01% 89

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 16.26% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Thomas Russo's JEF Position: Q4 2013 in Review

Thomas Russo sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 20,220 shares — an estimated $493K sold.

Thomas Russo first reported a position in JEF in Q2 2013 and held it in 2 quarters. The position peaked at $501K in Q2 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • Thomas Russo reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • Thomas Russo sold 20,220 Jefferies Financial Group shares in Q4 2013, an estimated $493K.
  • Thomas Russo first reported a position in Jefferies Financial Group in Q2 2013 and held it in 2 quarters.
  • Thomas Russo's Jefferies Financial Group position peaked at $501K in Q2 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on Gardner Russo & Quinn's 13F filing for Q4 2013, filed 12 Feb 2014.