Advisors Asset Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,458
| Closed | -$33K | – | 1515 |
|
|
2017
Q3 | $33K | Sell |
1,458
-751
| -34% | -$17K | ﹤0.01% | 1440 |
|
|
2017
Q2 | $52K | Sell |
2,209
-2,934
| -57% | -$69.1K | ﹤0.01% | 1424 |
|
|
2017
Q1 | $120K | Sell |
5,143
-3,308
| -39% | -$77.2K | ﹤0.01% | 1367 |
|
|
2016
Q4 | $176K | Sell |
8,451
-2,563
| -23% | -$53.4K | ﹤0.01% | 1395 |
|
|
2016
Q3 | $188K | Sell |
11,014
-1,162
| -10% | -$19.8K | ﹤0.01% | 1364 |
|
|
2016
Q2 | $189K | Sell |
12,176
-164
| -1% | -$2.55K | ﹤0.01% | 1361 |
|
|
2016
Q1 | $179K | Sell |
12,340
-263
| -2% | -$3.82K | ﹤0.01% | 1335 |
|
|
2015
Q4 | $196K | Buy |
12,603
+1,409
| +13% | +$21.9K | ﹤0.01% | 1397 |
|
|
2015
Q3 | $203K | Buy |
11,194
+1,536
| +16% | +$27.9K | ﹤0.01% | 1367 |
|
|
2015
Q2 | $210K | Buy |
9,658
+5,682
| +143% | +$124K | ﹤0.01% | 1354 |
|
|
2015
Q1 | $79K | Buy |
3,976
+1,089
| +38% | +$21.6K | ﹤0.01% | 1582 |
|
|
2014
Q4 | $58K | Buy |
2,887
+988
| +52% | +$19.8K | ﹤0.01% | 1644 |
|
|
2014
Q3 | $41K | Sell |
1,899
-112
| -6% | -$2.42K | ﹤0.01% | 1676 |
|
|
2014
Q2 | $47K | Hold |
2,011
| – | – | ﹤0.01% | 1679 |
|
|
2014
Q1 | $50K | Hold |
2,011
| – | – | ﹤0.01% | 1630 |
|
|
2013
Q4 | $51K | Buy |
2,011
+112
| +6% | +$2.84K | ﹤0.01% | 1610 |
|
|
2013
Q3 | $46K | Sell |
1,899
-112
| -6% | -$2.71K | ﹤0.01% | 1616 |
|
|
2013
Q2 | $47K | Buy |
+2,011
| New | +$47K | ﹤0.01% | 1552 |
|