Williams Jones & Associates’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,331
| Closed | -$208K | – | 373 |
|
|
2015
Q4 | $208K | Sell |
13,331
-728
| -5% | -$11.4K | 0.01% | 316 |
|
|
2015
Q3 | $255K | Sell |
14,059
-1,341
| -9% | -$24.3K | 0.01% | 301 |
|
|
2015
Q2 | $335K | Hold |
15,400
| – | – | 0.01% | 289 |
|
|
2015
Q1 | $307K | Buy |
15,400
+447
| +3% | +$8.91K | 0.01% | 304 |
|
|
2014
Q4 | $300K | Sell |
14,953
-1,564
| -9% | -$31.4K | 0.01% | 304 |
|
|
2014
Q3 | $352K | Sell |
16,517
-670
| -4% | -$14.3K | 0.02% | 246 |
|
|
2014
Q2 | $403K | Sell |
17,187
-17,187
| -50% | -$403K | 0.02% | 228 |
|
|
2014
Q1 | $862K | Buy |
34,374
+17,857
| +108% | +$448K | 0.02% | 251 |
|
|
2013
Q4 | $419K | Sell |
16,517
-5,474
| -25% | -$139K | 0.02% | 206 |
|
|
2013
Q3 | $536K | Sell |
21,991
-2,024
| -8% | -$49.3K | 0.03% | 186 |
|
|
2013
Q2 | $564K | Buy |
+24,015
| New | +$564K | 0.03% | 207 |
|