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Doyle Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Doyle Wealth Management’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
-4,128
Closed -$71K – 487
2019
Q2 		$71K Buy
+4,128
New +$70.8K 0.01% 305
2019
Q1 		– Sell
-4,083
Closed -$63K – 468
2018
Q4 		$63K Buy
+4,083
New +$74.8K 0.01% 315

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 $5.28B AUM 23.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Doyle Wealth Management's JEF Position: Q3 2019 in Review

Doyle Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 4,128 shares — an estimated $71K sold.

Doyle Wealth Management first reported a position in JEF in Q4 2018 and held it in 2 quarters. The position peaked at $71K in Q2 2019. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • Doyle Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 4,128 Jefferies Financial Group shares in Q3 2019, an estimated $71K.
  • Doyle Wealth Management first reported a position in Jefferies Financial Group in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Jefferies Financial Group position peaked at $71K in Q2 2019.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.