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WealthTrust-Arizona’s Jefferies Financial Group JEF Stock Holding History

WealthTrust-Arizona’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
-69
Closed -$2K – 665
2013
Q3 		$2K Hold
69
– – ﹤0.01% 543
2013
Q2 		$2K Buy
+69
New +$1.81K ﹤0.01% 521

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 $1.51B AUM 28.27% 1-Year Est. Return
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

WealthTrust-Arizona's JEF Position: Q4 2013 in Review

WealthTrust-Arizona sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 69 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in JEF in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • WealthTrust-Arizona reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 69 Jefferies Financial Group shares in Q4 2013, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Jefferies Financial Group in Q2 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's Jefferies Financial Group position peaked at $2K in Q3 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on WealthTrust-Arizona's 13F filing for Q4 2013, filed 22 Jan 2014.