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Accurate Investment Solutions’s Jefferies Financial Group JEF Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-884
Closed -$12K – 192
2020
Q1 		$12K Buy
884
+6
+0.7% +$115 0.01% 270
2019
Q4 		$18K Buy
878
+6
+0.7% +$114 0.01% 233
2019
Q3 		$15K Sell
872
-53
-6% -$944 0.01% 200
2019
Q2 		$16K Buy
925
+7
+0.8% +$120 0.01% 193
2019
Q1 		$15K Buy
918
+5
+0.5% +$88 0.01% 179
2018
Q4 		$14K Buy
913
+5
+0.6% +$92 0.01% 174
2018
Q3 		$18K Buy
908
+5
+0.6% +$104 0.01% 185
2018
Q2 		$18K Buy
903
+4
+0.4% +$84 0.01% 218
2018
Q1 		$18K Buy
899
+4
+0.4% +$91 0.01% 213
2017
Q4 		$21K Buy
895
+4
+0.4% +$92 0.02% 198
2017
Q3 		$20K Buy
891
+3
+0.3% +$67 0.02% 207
2017
Q2 		$21K Buy
888
+2
+0.2% +$46 0.02% 176
2017
Q1 		$21K Buy
886
+2
+0.2% +$45 0.02% 162
2016
Q4 		$18K Buy
884
+3
+0.3% +$56 0.02% 180
2016
Q3 		$15K Buy
881
+3
+0.3% +$50 0.01% 183
2016
Q2 		$14K Buy
878
+3
+0.3% +$46 0.02% 183
2016
Q1 		$13K Buy
875
+4
+0.5% +$56 0.01% 261
2015
Q4 		$14K Buy
+871
New +$14.6K 0.01% 192

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Investment Solutions's JEF Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 884 shares — an estimated $12K sold.

Accurate Investment Solutions first reported a position in JEF in Q4 2015 and held it in 18 quarters. The position peaked at $21K in Q4 2017. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 884 Jefferies Financial Group shares in Q2 2020, an estimated $12K.
  • Accurate Investment Solutions first reported a position in Jefferies Financial Group in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Jefferies Financial Group position peaked at $21K in Q4 2017.
  • 367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.