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Bartlett & Co Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Bartlett & Co Wealth Management’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
2020
Q1 		– Sell
-84
Closed -$1.63K – 873
2019
Q4 		$1.63K Hold
84
– – ﹤0.01% 817
2019
Q3 		$1.41K Buy
+84
New +$1.5K ﹤0.01% 836

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's JEF Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2020, closing a stake of 84 shares — an estimated $1.63K sold.

Bartlett & Co Wealth Management first reported a position in JEF in Q3 2019 and held it in 2 quarters. The position peaked at $1.63K in Q4 2019. 391 funds tracked by Wall St. Rank hold JEF as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 84 Jefferies Financial Group shares in Q1 2020, an estimated $1.63K.
  • Bartlett & Co Wealth Management first reported a position in Jefferies Financial Group in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Jefferies Financial Group position peaked at $1.63K in Q4 2019.
  • 391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.