Allen Investment Management’s Jefferies Financial Group JEF Stock Holding History

Allen Investment 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 Q3	–	Sell	-12,344	Closed	-$212K	–	195
2019 Q2	$212K	Hold	12,344	–	–	0.01%	194
2019 Q1	$208K	Hold	12,344	–	–	0.01%	189
2018 Q4	$192K	Hold	12,344	–	–	0.01%	157
2018 Q3	$243K	Hold	12,344	–	–	0.01%	176
2018 Q2	$251K	Hold	12,344	–	–	0.01%	171
2018 Q1	$251K	Sell	12,344 -10	-0.1%	-$227	0.01%	159
2017 Q4	$293K	Hold	12,354	–	–	0.01%	153
2017 Q3	$279K	Sell	12,354 -1,639	-12%	-$36.7K	0.01%	193
2017 Q2	$328K	Buy	+13,993	New	+$319K	0.02%	189

Other funds holding JEF

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

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 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BAM

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

SCM

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

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Allen Investment Management's JEF Position: Q3 2019 in Review

Allen Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 12,344 shares — an estimated $212K sold.

Allen Investment Management first reported a position in JEF in Q2 2017 and held it in 9 quarters. The position peaked at $328K in Q2 2017. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Allen Investment Management reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
Allen Investment Management sold 12,344 Jefferies Financial Group shares in Q3 2019, an estimated $212K.
Allen Investment Management first reported a position in Jefferies Financial Group in Q2 2017 and held it in 9 quarters.
Allen Investment Management's Jefferies Financial Group position peaked at $328K in Q2 2017.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Allen Investment Management's 13F filing for Q3 2019, filed 6 Nov 2019.