Veritas Investment Management (UK)’s Jefferies Financial Group JEF Stock Holding History

Veritas Investment Management (UK)’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
2016 Q4	–	Sell	-11,171	Closed	-$190K	–	52
2016 Q3	$190K	Buy	+11,171	New	+$185K	0.09%	39
2014 Q1	–	Sell	-154,476	Closed	-$3.92M	–	55
2013 Q4	$3.92M	Sell	154,476 -1,151	-0.7%	-$29.1K	3.21%	11
2013 Q3	$3.79M	Sell	155,627 -29,727	-16%	-$712K	3.13%	11
2013 Q2	$4.35M	Buy	+185,354	New	+$4.87M	3.76%	10

Other funds holding JEF

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Veritas Investment Management (UK)'s JEF Position: Q4 2016 in Review

Veritas Investment Management (UK) sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 11,171 shares — an estimated $190K sold.

Veritas Investment Management (UK) first reported a position in JEF in Q2 2013 and held it in 4 quarters. The position peaked at $4.35M in Q2 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

Veritas Investment Management (UK) reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
Veritas Investment Management (UK) sold 11,171 Jefferies Financial Group shares in Q4 2016, an estimated $190K.
Veritas Investment Management (UK) first reported a position in Jefferies Financial Group in Q2 2013 and held it in 4 quarters.
Veritas Investment Management (UK)'s Jefferies Financial Group position peaked at $4.35M in Q2 2013.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on Veritas Investment Management (UK)'s 13F filing for Q4 2016, filed 31 Jan 2017.