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AAM
Advisors Asset Management’s
Jefferies Financial Group
JEF
Stock Holding History
Advisors Asset 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
Q4
–
Sell
-1,458
Closed
-$33K
–
1515
2017
Q3
$33K
Sell
1,458
-751
-34%
-$16.8K
﹤0.01%
1440
2017
Q2
$52K
Sell
2,209
-2,934
-57%
-$66.8K
﹤0.01%
1424
2017
Q1
$120K
Sell
5,143
-3,308
-39%
-$74K
﹤0.01%
1367
2016
Q4
$176K
Sell
8,451
-2,563
-23%
-$47.9K
﹤0.01%
1395
2016
Q3
$188K
Sell
11,014
-1,162
-10%
-$19.3K
﹤0.01%
1364
2016
Q2
$189K
Sell
12,176
-164
-1%
-$2.5K
﹤0.01%
1361
2016
Q1
$179K
Sell
12,340
-263
-2%
-$3.7K
﹤0.01%
1335
2015
Q4
$196K
Buy
12,603
+1,409
+13%
+$23.6K
﹤0.01%
1397
2015
Q3
$203K
Buy
11,194
+1,536
+16%
+$30.8K
﹤0.01%
1367
2015
Q2
$210K
Buy
9,658
+5,682
+143%
+$121K
﹤0.01%
1354
2015
Q1
$79K
Buy
3,976
+1,089
+38%
+$22.5K
﹤0.01%
1582
2014
Q4
$58K
Buy
2,887
+988
+52%
+$20.4K
﹤0.01%
1644
2014
Q3
$41K
Sell
1,899
-112
-6%
-$2.52K
﹤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%
+$2.83K
﹤0.01%
1610
2013
Q3
$46K
Sell
1,899
-112
-6%
-$2.68K
﹤0.01%
1616
2013
Q2
$47K
Buy
+2,011
New
+$52.9K
﹤0.01%
1552
Other funds holding JEF
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
FPA
First Pacific Advisors
El Segundo, California
$7.13B AUM
21.51%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
AL
AJO LP
Philadelphia, Pennsylvania
$199M AUM
109.68%
1-Year Est. Return
Canada Life
Winnipeg, Manitoba, Canada
$55.8B AUM
26.04%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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