BWM
JEF icon

Baystate Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Baystate 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
2017
Q3 		– Sell
-67
Closed -$2K – 674
2017
Q2 		$2K Hold
67
– – ﹤0.01% 498
2017
Q1 		$2K Buy
+67
New +$1.5K ﹤0.01% 464

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baystate Wealth Management's JEF Position: Q3 2017 in Review

Baystate Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2017, closing a stake of 67 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in JEF in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2017.

  • Baystate Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 67 Jefferies Financial Group shares in Q3 2017, an estimated $2K.
  • Baystate Wealth Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Jefferies Financial Group position peaked at $2K in Q2 2017.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.