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

Capital Investment 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
2019 Q4	–	Sell	-170	Closed	-$3K	–	920
2019 Q3	$3K	Sell	170 -12	-7%	-$214	﹤0.01%	1216
2019 Q2	$3K	Hold	182	–	–	﹤0.01%	1229
2019 Q1	$3K	Hold	182	–	–	﹤0.01%	1056
2018 Q4	$3K	Buy	+182	New	+$3.33K	﹤0.01%	1008

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Investment Advisory Services's JEF Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 170 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in JEF in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

Capital Investment Advisory Services reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 170 Jefferies Financial Group shares in Q4 2019, an estimated $3K.
Capital Investment Advisory Services first reported a position in Jefferies Financial Group in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Jefferies Financial Group position peaked at $3K in Q3 2019.
412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.