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Eagle Global Advisors’s Jefferies Financial Group JEF Stock Holding History

Eagle Global 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
Q3 		– Sell
-9,345
Closed -$219K – 307
2017
Q2 		$219K Buy
+9,345
New +$213K 0.01% 350

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
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Global Advisors's JEF Position: Q3 2017 in Review

Eagle Global Advisors sold out of Jefferies Financial Group (JEF) in Q3 2017, closing a stake of 9,345 shares — an estimated $219K sold.

Eagle Global Advisors first reported a position in JEF in Q2 2017 and held it in 1 quarter. The position peaked at $219K in Q2 2017. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2017.

  • Eagle Global Advisors reported no remaining Jefferies Financial Group position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 9,345 Jefferies Financial Group shares in Q3 2017, an estimated $219K.
  • Eagle Global Advisors first reported a position in Jefferies Financial Group in Q2 2017 and held it in 1 quarter.
  • Eagle Global Advisors's Jefferies Financial Group position peaked at $219K in Q2 2017.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.