EF
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Empirical Finance’s Jefferies Financial Group JEF Stock Holding History

Empirical Finance’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
Q1 		– Sell
-179
Closed -$4K – 328
2016
Q4 		$4K Buy
+179
New +$3.34K ﹤0.01% 584

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Empirical Finance's JEF Position: Q1 2017 in Review

Empirical Finance sold out of Jefferies Financial Group (JEF) in Q1 2017, closing a stake of 179 shares — an estimated $4K sold.

Empirical Finance first reported a position in JEF in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 447 funds tracked by Wall St. Rank hold JEF as of Q1 2017.

  • Empirical Finance reported no remaining Jefferies Financial Group position as of Q1 2017 after selling out during the quarter.
  • Empirical Finance sold 179 Jefferies Financial Group shares in Q1 2017, an estimated $4K.
  • Empirical Finance first reported a position in Jefferies Financial Group in Q4 2016 and held it in 1 quarter.
  • Empirical Finance's Jefferies Financial Group position peaked at $4K in Q4 2016.
  • 447 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.