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Acrospire Investment Management’s Jefferies Financial Group JEF Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-2,365
Closed -$55K – 729
2017
Q2 		$55K Buy
2,365
+223
+10% +$5.08K 0.05% 761
2017
Q1 		$50K Buy
+2,142
New +$47.9K 0.04% 955
2016
Q4 		– Sell
-47
Closed -$1K – 2319
2016
Q3 		$1K Buy
+47
New +$779 ﹤0.01% 1932

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Acrospire Investment Management's JEF Position: Q3 2017 in Review

Acrospire Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2017, closing a stake of 2,365 shares — an estimated $55K sold.

Acrospire Investment Management first reported a position in JEF in Q3 2016 and held it in 3 quarters. The position peaked at $55K in Q2 2017. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2017.

  • Acrospire Investment Management reported no remaining Jefferies Financial Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,365 Jefferies Financial Group shares in Q3 2017, an estimated $55K.
  • Acrospire Investment Management first reported a position in Jefferies Financial Group in Q3 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Jefferies Financial Group position peaked at $55K in Q2 2017.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.