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FDO Partners’s Jefferies Financial Group JEF Stock Holding History

FDO Partners’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
Q4 		– Sell
-14,590
Closed -$330K – 217
2017
Q3 		$330K Sell
14,590
-124,997
-90% -$2.8M 0.13% 179
2017
Q2 		$3.27M Buy
+139,587
New +$3.18M 0.7% 46
2016
Q3 		– Sell
-80,092
Closed -$1.24M – 228
2016
Q2 		$1.24M Sell
80,092
-14,848
-16% -$227K 0.67% 58
2016
Q1 		$1.37M Buy
+94,940
New +$1.34M 0.89% 21

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FDO Partners's JEF Position: Q4 2017 in Review

FDO Partners sold out of Jefferies Financial Group (JEF) in Q4 2017, closing a stake of 14,590 shares — an estimated $330K sold.

FDO Partners first reported a position in JEF in Q1 2016 and held it in 4 quarters. The position peaked at $3.27M in Q2 2017. 486 funds tracked by Wall St. Rank hold JEF as of Q4 2017.

  • FDO Partners reported no remaining Jefferies Financial Group position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 14,590 Jefferies Financial Group shares in Q4 2017, an estimated $330K.
  • FDO Partners first reported a position in Jefferies Financial Group in Q1 2016 and held it in 4 quarters.
  • FDO Partners's Jefferies Financial Group position peaked at $3.27M in Q2 2017.
  • 486 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.