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

Crestwood Advisors Group’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
Q2 		– Sell
-832
Closed -$19K – 302
2017
Q1 		$19K Buy
+832
New +$18.6K ﹤0.01% 381

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Crestwood Advisors Group's JEF Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Jefferies Financial Group (JEF) in Q2 2017, closing a stake of 832 shares — an estimated $19K sold.

Crestwood Advisors Group first reported a position in JEF in Q1 2017 and held it in 1 quarter. The position peaked at $19K in Q1 2017. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Jefferies Financial Group position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 832 Jefferies Financial Group shares in Q2 2017, an estimated $19K.
  • Crestwood Advisors Group first reported a position in Jefferies Financial Group in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Jefferies Financial Group position peaked at $19K in Q1 2017.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.