Clarfeld Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$2K	Buy	+156	New	+$2.86K	﹤0.01%	454

Other funds holding JEF

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

BlackRock New York $6.73T AUM 46.02% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Clarfeld Financial Advisors's JEF Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Jefferies Financial Group (JEF) in Q4 2018: 156 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

Clarfeld Financial Advisors held 156 shares of Jefferies Financial Group worth $2K as of Q4 2018.
Jefferies Financial Group was a new Clarfeld Financial Advisors position in Q4 2018.
Jefferies Financial Group made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #454 holding.
449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.