WIL
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Winifred I. Li’s Jefferies Financial Group JEF Stock Holding History

Winifred I. Li’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
Q4 		$12K Buy
617
+509
+471% +$10.5K 0.01% 399
2014
Q3 		$2K Buy
+108
New +$2.43K ﹤0.01% 394

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Winifred I. Li's JEF Position: Q4 2014 in Review

Winifred I. Li increased its Jefferies Financial Group (JEF) stake by 471% in Q4 2014, buying an estimated $10.5K and bringing the position to 617 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #399.

Winifred I. Li first reported a position in JEF in Q3 2014 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Winifred I. Li held 617 shares of Jefferies Financial Group worth $12K as of Q4 2014.
  • Winifred I. Li bought 509 Jefferies Financial Group shares in Q4 2014, an estimated $10.5K.
  • Jefferies Financial Group made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #399 holding.
  • Winifred I. Li first reported a position in Jefferies Financial Group in Q3 2014 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.