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

Elite 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 		$4K Buy
+235
New +$3.89K 0.01% 164
2013
Q4 		– Sell
-5,512
Closed -$134K – 893
2013
Q3 		$134K Buy
+5,512
New +$132K 0.12% 98

Other funds holding JEF

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Elite Wealth Management's JEF Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Jefferies Financial Group (JEF) in Q3 2016: 235 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in JEF as recently as Q3 2013.

Elite Wealth Management first reported a position in JEF in Q3 2013 and has held it in 2 quarters since. The position peaked at $134K in Q3 2013. 416 funds tracked by Wall St. Rank hold JEF as of Q3 2016.

  • Elite Wealth Management held 235 shares of Jefferies Financial Group worth $4K as of Q3 2016.
  • Jefferies Financial Group was a new Elite Wealth Management position in Q3 2016.
  • Jefferies Financial Group made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #164 holding.
  • Elite Wealth Management first reported a position in Jefferies Financial Group in Q3 2013 and has held it in 2 quarters since.
  • Elite Wealth Management's Jefferies Financial Group position peaked at $134K in Q3 2013.
  • 416 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.