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Commonwealth Bank of Australia’s Jefferies Financial Group JEF Stock Holding History

Commonwealth Bank of Australia’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
-93,807
Closed -$1.61M – 491
2019
Q2 		$1.61M Buy
93,807
+20,354
+28% +$349K 0.02% 453
2019
Q1 		$1.23M Buy
73,453
+5,563
+8% +$98.2K 0.01% 511
2018
Q4 		$1.05M Buy
67,890
+31,695
+88% +$580K 0.01% 510
2018
Q3 		$708K Sell
36,195
-5,809
-14% -$121K 0.01% 599
2018
Q2 		$852K Buy
42,004
+41,557
+9,297% +$870K 0.01% 546
2018
Q1 		$9K Hold
447
– – ﹤0.01% 777
2017
Q4 		$10K Buy
447
+112
+33% +$2.58K ﹤0.01% 779
2017
Q3 		$7K Sell
335
-3,575
-91% -$80.1K ﹤0.01% 798
2017
Q2 		$91K Hold
3,910
– – ﹤0.01% 720
2017
Q1 		$91K Hold
3,910
– – ﹤0.01% 708
2016
Q4 		$81K Hold
3,910
– – ﹤0.01% 673
2016
Q3 		$67K Hold
3,910
– – ﹤0.01% 711
2016
Q2 		$61K Buy
3,910
+559
+17% +$8.54K ﹤0.01% 706
2016
Q1 		$49K Hold
3,351
– – ﹤0.01% 757
2015
Q4 		$52K Hold
3,351
– – ﹤0.01% 755
2015
Q3 		$61K Buy
3,351
+558
+20% +$11.2K ﹤0.01% 710
2015
Q2 		$61K Hold
2,793
– – ﹤0.01% 678
2015
Q1 		$56K Hold
2,793
– – ﹤0.01% 692
2014
Q4 		$56K Hold
2,793
– – ﹤0.01% 675
2014
Q3 		$60K Hold
2,793
– – ﹤0.01% 729
2014
Q2 		$66K Sell
2,793
-21,337
-88% -$495K ﹤0.01% 717
2014
Q1 		$605K Sell
24,130
-1,341
-5% -$33.1K ﹤0.01% 986
2013
Q4 		$646K Buy
25,471
+1,900
+8% +$48.1K ﹤0.01% 914
2013
Q3 		$575K Buy
23,571
+2,122
+10% +$50.8K ﹤0.01% 917
2013
Q2 		$503K Buy
+21,449
New +$564K ﹤0.01% 942

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Prudential Financial
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 $5.9B AUM 29.63% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Commonwealth Bank of Australia's JEF Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 93,807 shares — an estimated $1.61M sold.

Commonwealth Bank of Australia first reported a position in JEF in Q2 2013 and held it in 25 quarters. The position peaked at $1.61M in Q2 2019. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 93,807 Jefferies Financial Group shares in Q3 2019, an estimated $1.61M.
  • Commonwealth Bank of Australia first reported a position in Jefferies Financial Group in Q2 2013 and held it in 25 quarters.
  • Commonwealth Bank of Australia's Jefferies Financial Group position peaked at $1.61M in Q2 2019.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.