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

CT 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
2017
Q1 		$8.9K Hold
382
– – 0.01% 461
2016
Q4 		$7.95K Hold
382
– – 0.01% 466
2016
Q3 		$6.51K Sell
382
-67
-15% -$1.11K ﹤0.01% 478
2016
Q2 		$6.96K Hold
449
– – ﹤0.01% 468
2016
Q1 		$6.49K Buy
449
+1
+0.2% +$14 ﹤0.01% 493
2015
Q4 		$6.98K Sell
448
-168
-27% -$2.81K ﹤0.01% 489
2015
Q3 		$11.2K Hold
616
– – 0.01% 445
2015
Q2 		$13.4K Hold
616
– – 0.01% 431
2015
Q1 		$12.3K Buy
616
+2
+0.3% +$41 0.01% 442
2014
Q4 		$12.3K Buy
+614
New +$12.7K 0.01% 362
2014
Q1 		$12.3K Buy
+616
New +$15.2K 0.01% 442

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return