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Arthur M. Cohen & Associates’s Jefferies Financial Group JEF Stock Holding History

Arthur M. Cohen & Associates’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
Q2 		$205K Sell
8,524
-3,351
-28% -$76.3K 0.08% 96
2017
Q1 		$267K Sell
11,875
-95
-0.8% -$2.12K 0.12% 89
2016
Q4 		$249K Buy
+11,970
New +$224K 0.13% 84

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arthur M. Cohen & Associates's JEF Position: Q2 2017 in Review

Arthur M. Cohen & Associates reduced its Jefferies Financial Group (JEF) stake by 28% in Q2 2017, selling an estimated $76.3K and leaving 8,524 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #96.

Arthur M. Cohen & Associates first reported a position in JEF in Q4 2016 and has held it in 3 quarters since. The position peaked at $267K in Q1 2017. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

  • Arthur M. Cohen & Associates held 8,524 shares of Jefferies Financial Group worth $205K as of Q2 2017.
  • Arthur M. Cohen & Associates sold 3,351 Jefferies Financial Group shares in Q2 2017, an estimated $76.3K.
  • Jefferies Financial Group made up 0.08% of Arthur M. Cohen & Associates's portfolio in Q2 2017, its #96 holding.
  • Arthur M. Cohen & Associates first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 3 quarters since.
  • Arthur M. Cohen & Associates's Jefferies Financial Group position peaked at $267K in Q1 2017.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2017, filed 27 Jul 2017.