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Acorn Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-47
Closed -$1K – 667
2018
Q1 		$1K Hold
47
– – ﹤0.01% 802
2017
Q4 		$1K Buy
+47
New +$1.08K ﹤0.01% 767

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's JEF Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 47 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in JEF in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 47 Jefferies Financial Group shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Jefferies Financial Group position peaked at $1K in Q1 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.