WFM
JEF icon

Wilmington Funds Management’s Jefferies Financial Group JEF Stock Holding History

Wilmington Funds Management’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
2014
Q2 		– Sell
-8,613
Closed -$216K – 779
2014
Q1 		$216K Hold
8,613
– – 0.02% 650
2013
Q4 		$219K Hold
8,613
– – 0.02% 674
2013
Q3 		$210K Hold
8,613
– – 0.02% 678
2013
Q2 		$202K Buy
+8,613
New +$226K 0.02% 656

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
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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wilmington Funds Management's JEF Position: Q2 2014 in Review

Wilmington Funds Management sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 8,613 shares — an estimated $216K sold.

Wilmington Funds Management first reported a position in JEF in Q2 2013 and held it in 4 quarters. The position peaked at $219K in Q4 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Wilmington Funds Management reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 8,613 Jefferies Financial Group shares in Q2 2014, an estimated $216K.
  • Wilmington Funds Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 4 quarters.
  • Wilmington Funds Management's Jefferies Financial Group position peaked at $219K in Q4 2013.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.