Aevitas Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Aevitas Wealth 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
2019 Q2	–	Sell	-188	Closed	-$3K	–	216
2019 Q1	$3K	Hold	188	–	–	﹤0.01%	347
2018 Q4	$3K	Hold	188	–	–	﹤0.01%	358
2018 Q3	$4K	Hold	188	–	–	﹤0.01%	401
2018 Q2	$4K	Hold	188	–	–	﹤0.01%	377
2018 Q1	$4K	Hold	188	–	–	﹤0.01%	380
2017 Q4	$4K	Buy	+188	New	+$4.34K	﹤0.01%	380

Other funds holding JEF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Aevitas Wealth Management's JEF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2019, closing a stake of 188 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in JEF in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2019.

Aevitas Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 188 Jefferies Financial Group shares in Q2 2019, an estimated $3K.
Aevitas Wealth Management first reported a position in Jefferies Financial Group in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Jefferies Financial Group position peaked at $4K in Q3 2018.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.