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Avantax Planning Partners’s Jefferies Financial Group JEF Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-6
Closed – – 863
2018
Q1 		$0 Buy
+6
New +$136 ﹤0.01% 1843

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's JEF Position: Q2 2018 in Review

Avantax Planning Partners sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 6 shares.

Avantax Planning Partners first reported a position in JEF in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Avantax Planning Partners reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6 Jefferies Financial Group shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Jefferies Financial Group in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Jefferies Financial Group position peaked at $0 in Q1 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.