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AHL Partners’s Jefferies Financial Group JEF Stock Holding History

AHL Partners’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 		$6.36M Buy
268,378
+254,125
+1,783% +$5.86M 0.1% 395
2017
Q3 		$322K Sell
14,253
-417
-3% -$9.34K 0.01% 1137
2017
Q2 		$343K Buy
14,670
+1,123
+8% +$25.6K 0.01% 1001
2017
Q1 		$315K Sell
13,547
-87,441
-87% -$1.96M 0.01% 1072
2016
Q4 		$2.1M Buy
100,988
+22,750
+29% +$425K 0.06% 493
2016
Q3 		$1.33M Buy
+78,238
New +$1.3M 0.05% 513
2015
Q3 		– Sell
-120,149
Closed -$2.61M – 752
2015
Q2 		$2.61M Buy
+120,149
New +$2.57M 0.1% 424

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AHL Partners's JEF Position: Q4 2017 in Review

AHL Partners increased its Jefferies Financial Group (JEF) stake by 1,783% in Q4 2017, buying an estimated $5.86M and bringing the position to 268,378 shares worth $6.36M. The position accounts for 0.1% of the portfolio, ranked #395.

AHL Partners first reported a position in JEF in Q2 2015 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold JEF as of Q4 2017.

  • AHL Partners held 268,378 shares of Jefferies Financial Group worth $6.36M as of Q4 2017.
  • AHL Partners bought 254,125 Jefferies Financial Group shares in Q4 2017, an estimated $5.86M.
  • Jefferies Financial Group made up 0.1% of AHL Partners's portfolio in Q4 2017, its #395 holding.
  • AHL Partners first reported a position in Jefferies Financial Group in Q2 2015 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.