Archford Capital Strategies’s Jefferies Financial Group JEF Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-13	Closed	–	–	597
2018 Q2	$0	Hold	13	–	–	﹤0.01%	705
2018 Q1	$1K	Buy	+13	New	+$295	﹤0.01%	573
2017 Q2	–	Sell	-13	Closed	–	–	407
2017 Q1	$0	Hold	13	–	–	﹤0.01%	737
2016 Q4	$0	Hold	13	–	–	﹤0.01%	697
2016 Q3	$0	Hold	13	–	–	﹤0.01%	676
2016 Q2	$0	Buy	+13	New	+$199	﹤0.01%	750
2016 Q1	–	Sell	-13	Closed	-$1K	–	391
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	765
2015 Q3	$0	Hold	13	–	–	﹤0.01%	708
2015 Q2	$0	Hold	13	–	–	﹤0.01%	702
2015 Q1	$267	Hold	13	–	–	﹤0.01%	740
2014 Q4	$0	Hold	13	–	–	﹤0.01%	744
2014 Q3	$0	Hold	13	–	–	﹤0.01%	768
2014 Q2	$314	Hold	13	–	–	﹤0.01%	896
2014 Q1	$336	Buy	+13	New	+$321	﹤0.01%	851

Other funds holding JEF

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Archford Capital Strategies's JEF Position: Q3 2018 in Review

Archford Capital Strategies sold out of Jefferies Financial Group (JEF) in Q3 2018, closing a stake of 13 shares.

Archford Capital Strategies first reported a position in JEF in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 463 funds tracked by Wall St. Rank hold JEF as of Q3 2018.

Archford Capital Strategies reported no remaining Jefferies Financial Group position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 13 Jefferies Financial Group shares in Q3 2018.
Archford Capital Strategies first reported a position in Jefferies Financial Group in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Jefferies Financial Group position peaked at $1K in Q1 2018.
463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.