Wasatch Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,201,734
| Closed | -$26.1M | – | 366 |
|
|
2015
Q2 | $26.1M | Sell |
1,201,734
-74,736
| -6% | -$1.62M | 0.28% | 112 |
|
|
2015
Q1 | $25.5M | Sell |
1,276,470
-141,651
| -10% | -$2.83M | 0.26% | 112 |
|
|
2014
Q4 | $28.5M | Hold |
1,418,121
| – | – | 0.3% | 110 |
|
|
2014
Q3 | $30.3M | Buy |
1,418,121
+257,189
| +22% | +$5.49M | 0.32% | 108 |
|
|
2014
Q2 | $27.2M | Buy |
1,160,932
+121,165
| +12% | +$2.84M | 0.26% | 126 |
|
|
2014
Q1 | $26.1M | Buy |
+1,039,767
| New | +$26.1M | 0.25% | 124 |
|