AIA
JEF icon

Alera Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Alera Investment Advisors’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
-315
Closed -$5K – 543
2019
Q1 		$5K Hold
315
– – ﹤0.01% 631
2018
Q4 		$5K Buy
+315
New +$5.77K ﹤0.01% 598

Other funds holding JEF

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Canada Life
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

Alera Investment Advisors's JEF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Jefferies Financial Group (JEF) in Q2 2019, closing a stake of 315 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in JEF in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Jefferies Financial Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 315 Jefferies Financial Group shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Jefferies Financial Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Jefferies Financial Group position peaked at $5K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.