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Wilmington Trust’s Jefferies Financial Group JEF Stock Holding History

Wilmington Trust’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 		$538K Sell
22,953
-74
-0.3% -$1.72K 0.01% 497
2014
Q1 		$577K Sell
23,027
-5,063
-18% -$125K 0.01% 473
2013
Q4 		$712K Buy
28,090
+419
+2% +$10.6K 0.01% 438
2013
Q3 		$675K Sell
27,671
-11,032
-29% -$264K 0.01% 438
2013
Q2 		$908K Buy
+38,703
New +$1.02M 0.02% 339

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 Trust's JEF Position: Q2 2014 in Review

Wilmington Trust reduced its Jefferies Financial Group (JEF) stake by 0.32% in Q2 2014, selling an estimated $1.72K and leaving 22,953 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #497.

Wilmington Trust first reported a position in JEF in Q2 2013 and has held it in 5 quarters since. The position peaked at $908K in Q2 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Wilmington Trust held 22,953 shares of Jefferies Financial Group worth $538K as of Q2 2014.
  • Wilmington Trust sold 74 Jefferies Financial Group shares in Q2 2014, an estimated $1.72K.
  • Jefferies Financial Group made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #497 holding.
  • Wilmington Trust first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Jefferies Financial Group position peaked at $908K in Q2 2013.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

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