Essex Savings Bank’s Jefferies Financial Group JEF Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-2,632	Closed	-$45K	–	413
2019 Q2	$45K	Buy	2,632 +1,012	+62%	+$17.4K	0.02%	457
2019 Q1	$27K	Hold	1,620	–	–	0.02%	379
2018 Q4	$25K	Buy	+1,620	New	+$29.7K	0.02%	372

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 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 $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $5.9B AUM 29.63% 1-Year Est. Return

AVC

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

Essex Savings Bank's JEF Position: Q3 2019 in Review

Essex Savings Bank sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 2,632 shares — an estimated $45K sold.

Essex Savings Bank first reported a position in JEF in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q2 2019. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Essex Savings Bank reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 2,632 Jefferies Financial Group shares in Q3 2019, an estimated $45K.
Essex Savings Bank first reported a position in Jefferies Financial Group in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Jefferies Financial Group position peaked at $45K in Q2 2019.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.