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

Edge 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 Q4	–	Sell	-523	Closed	-$1K	–	621
2019 Q3	$1K	Buy	+523	New	+$9.31K	﹤0.01%	559
2018 Q2	–	Sell	-3,351	Closed	-$15K	–	606
2018 Q1	$15K	Buy	3,351 +2,234	+200%	+$50.6K	﹤0.01%	336
2017 Q4	$10K	Buy	+1,117	New	+$25.8K	﹤0.01%	379
2017 Q2	–	Sell	-1,117	Closed	-$100K	–	553
2017 Q1	$100K	Buy	+1,117	New	+$25K	0.03%	165
2016 Q4	–	Sell	-1,676	Closed	-$15K	–	508
2016 Q3	$15K	Buy	+1,676	New	+$27.8K	0.01%	297

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AVC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's JEF Position: Q2 2017 in Review

Edge Wealth Management sold out of Jefferies Financial Group (JEF) in Q2 2017, closing a stake of 55,856 shares — an estimated $1.3M sold.

Edge Wealth Management first reported a position in JEF in Q2 2013 and held it in 11 quarters. The position peaked at $4.65M in Q4 2016. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

Edge Wealth Management reported no remaining Jefferies Financial Group position as of Q2 2017 after selling out during the quarter.
Edge Wealth Management sold 55,856 Jefferies Financial Group shares in Q2 2017, an estimated $1.3M.
Edge Wealth Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 11 quarters.
Edge Wealth Management's Jefferies Financial Group position peaked at $4.65M in Q4 2016.
444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.