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Capital Asset Advisory Services’s Jefferies Financial Group JEF Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-366
Closed -$9K – 1085
2020
Q4 		$9K Buy
+366
New +$7.68K ﹤0.01% 1130

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State Street
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BAM
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Barrow, Hanley, Mewhinney & Strauss
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Capital Asset Advisory Services's JEF Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 366 shares — an estimated $9K sold.

Capital Asset Advisory Services first reported a position in JEF in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 366 Jefferies Financial Group shares in Q1 2021, an estimated $9K.
  • Capital Asset Advisory Services first reported a position in Jefferies Financial Group in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Jefferies Financial Group position peaked at $9K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.