Bridges Investment Management’s Jefferies Financial Group JEF Stock Holding History

Bridges Investment 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
2019 Q3	–	Sell	-12,288	Closed	-$212K	–	427
2019 Q2	$212K	Hold	12,288	–	–	0.01%	407
2019 Q1	$207K	Hold	12,288	–	–	0.01%	333
2018 Q4	$191K	Hold	12,288	–	–	0.01%	337
2018 Q3	$242K	Hold	12,288	–	–	0.01%	252
2018 Q2	$250K	Hold	12,288	–	–	0.01%	241
2018 Q1	$250K	Sell	12,288 -336	-3%	-$7.62K	0.01%	231
2017 Q4	$299K	Buy	+12,624	New	+$291K	0.02%	175

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

Bridges Investment Management's JEF Position: Q3 2019 in Review

Bridges Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 12,288 shares — an estimated $212K sold.

Bridges Investment Management first reported a position in JEF in Q4 2017 and held it in 7 quarters. The position peaked at $299K in Q4 2017. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Bridges Investment Management reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
Bridges Investment Management sold 12,288 Jefferies Financial Group shares in Q3 2019, an estimated $212K.
Bridges Investment Management first reported a position in Jefferies Financial Group in Q4 2017 and held it in 7 quarters.
Bridges Investment Management's Jefferies Financial Group position peaked at $299K in Q4 2017.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Bridges Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.