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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
2016
Q3 		– Sell
-2,234
Closed -$60K – 502
2016
Q2 		$60K Buy
+2,234
New +$34.1K 0.03% 162

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