Avestar Capital’s Jefferies Financial Group JEF Stock Holding History

Avestar Capital’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	-216	Closed	-$1K	–	518
2019 Q2	$1K	Hold	216	–	–	﹤0.01%	763
2019 Q1	$1K	Hold	216	–	–	﹤0.01%	744
2018 Q4	$1K	Buy	216 +118	+120%	+$2.16K	﹤0.01%	738
2018 Q3	$0	Buy	98 +35	+56%	+$730	﹤0.01%	917
2018 Q2	$0	Buy	63 +15	+31%	+$314	﹤0.01%	943
2018 Q1	$0	Buy	48 +20	+71%	+$453	﹤0.01%	889
2017 Q4	$0	Buy	+28	New	+$646	﹤0.01%	772

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

Avestar Capital's JEF Position: Q3 2019 in Review

Avestar Capital sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 216 shares — an estimated $1K sold.

Avestar Capital first reported a position in JEF in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Avestar Capital reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 216 Jefferies Financial Group shares in Q3 2019, an estimated $1K.
Avestar Capital first reported a position in Jefferies Financial Group in Q4 2017 and held it in 7 quarters.
Avestar Capital's Jefferies Financial Group position peaked at $1K in Q2 2019.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.