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Advisory Alpha’s Jefferies Financial Group JEF Stock Holding History

Advisory Alpha’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
2019
Q4 		– Sell
-14
Closed -$227 – 845
2019
Q3 		$227 Buy
+14
New +$249 ﹤0.01% 863

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Alpha's JEF Position: Q4 2019 in Review

Advisory Alpha sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 14 shares — an estimated $227 sold.

Advisory Alpha first reported a position in JEF in Q3 2019 and held it in 1 quarter. The position peaked at $227 in Q3 2019. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

  • Advisory Alpha reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
  • Advisory Alpha sold 14 Jefferies Financial Group shares in Q4 2019, an estimated $227.
  • Advisory Alpha first reported a position in Jefferies Financial Group in Q3 2019 and held it in 1 quarter.
  • Advisory Alpha's Jefferies Financial Group position peaked at $227 in Q3 2019.
  • 412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.