Ancora Family Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Ancora Family Wealth 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
2016 Q3	$412K	Sell	24,158 -882	-4%	-$14.6K	0.14%	142
2016 Q2	$388K	Sell	25,040 -22,008	-47%	-$336K	0.15%	136
2016 Q1	$681K	Sell	47,048 -38,688	-45%	-$544K	0.28%	106
2015 Q4	$1.33M	Sell	85,736 -14,284	-14%	-$239K	0.57%	57
2015 Q3	$1.81M	Buy	+100,020	New	+$2.01M	0.76%	39

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $5.9B AUM 29.63% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Ancora Family Wealth Advisors's JEF Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Jefferies Financial Group (JEF) stake by 3.5% in Q3 2016, selling an estimated $14.6K and leaving 24,158 shares worth $412K. The position accounts for 0.14% of the portfolio, ranked #142.

Ancora Family Wealth Advisors first reported a position in JEF in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.81M in Q3 2015. 417 funds tracked by Wall St. Rank hold JEF as of Q3 2016.

Ancora Family Wealth Advisors held 24,158 shares of Jefferies Financial Group worth $412K as of Q3 2016.
Ancora Family Wealth Advisors sold 882 Jefferies Financial Group shares in Q3 2016, an estimated $14.6K.
Jefferies Financial Group made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #142 holding.
Ancora Family Wealth Advisors first reported a position in Jefferies Financial Group in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Jefferies Financial Group position peaked at $1.81M in Q3 2015.
417 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.