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Edge Advisors’s Jefferies Financial Group JEF Stock Holding History

Edge 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
2018
Q2 		$0 Buy
18
+6
+50% +$126 ﹤0.01% 868
2018
Q1 		$0 Hold
12
– – ﹤0.01% 904
2017
Q4 		$0 Hold
12
– – ﹤0.01% 940
2017
Q3 		$0 Sell
12
-67
-85% -$1.5K ﹤0.01% 938
2017
Q2 		$1K Hold
79
– – ﹤0.01% 890
2017
Q1 		$1K Hold
79
– – ﹤0.01% 901
2016
Q4 		$1K Buy
+79
New +$1.48K ﹤0.01% 811

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
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Edge Advisors's JEF Position: Q2 2018 in Review

Edge Advisors increased its Jefferies Financial Group (JEF) stake by 50% in Q2 2018, buying an estimated $126 and bringing the position to 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Edge Advisors first reported a position in JEF in Q4 2016 and has held it in 7 quarters since. The position peaked at $1K in Q2 2017. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Edge Advisors held 18 shares of Jefferies Financial Group worth $0 as of Q2 2018.
  • Edge Advisors bought 6 Jefferies Financial Group shares in Q2 2018, an estimated $126.
  • Jefferies Financial Group made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #868 holding.
  • Edge Advisors first reported a position in Jefferies Financial Group in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Jefferies Financial Group position peaked at $1K in Q2 2017.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.