Commonwealth Financial Services’s Jefferies Financial Group JEF Stock Holding History

Commonwealth Financial 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
2017 Q1	$14K	Hold	621	–	–	0.02%	173
2016 Q4	$13K	Hold	621	–	–	0.01%	161
2016 Q3	$11K	Hold	621	–	–	0.01%	165
2016 Q2	$10K	Hold	621	–	–	0.01%	179
2016 Q1	$9K	Hold	621	–	–	0.01%	159
2015 Q4	$10K	Hold	621	–	–	0.03%	155
2015 Q3	$11K	Hold	621	–	–	0.01%	147
2015 Q2	$13K	Hold	621	–	–	0.01%	156
2015 Q1	$12K	Hold	621	–	–	0.01%	168
2014 Q4	$12K	Buy	+621	New	+$12.8K	0.01%	161

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Commonwealth Financial Services's JEF Position: Q1 2017 in Review

Commonwealth Financial Services held its Jefferies Financial Group (JEF) position steady in Q1 2017 at 621 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #173.

Commonwealth Financial Services first reported a position in JEF in Q4 2014 and has held it in 10 quarters since. 447 funds tracked by Wall St. Rank hold JEF as of Q1 2017.

Commonwealth Financial Services held 621 shares of Jefferies Financial Group worth $14K as of Q1 2017.
Commonwealth Financial Services left its Jefferies Financial Group share count unchanged in Q1 2017.
Jefferies Financial Group made up 0.02% of Commonwealth Financial Services's portfolio in Q1 2017, its #173 holding.
Commonwealth Financial Services first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 10 quarters since.
447 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.