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FDx Advisors’s Jefferies Financial Group JEF Stock Holding History

FDx Advisors’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
-16,741
Closed -$288K – 725
2019
Q2 		$288K Buy
16,741
+3,287
+24% +$56.4K 0.01% 648
2019
Q1 		$226K Buy
+13,454
New +$237K 0.01% 691
2018
Q4 		– Sell
-10,565
Closed -$208K – 693
2018
Q3 		$208K Buy
10,565
+66
+0.6% +$1.38K 0.01% 821
2018
Q2 		$214K Sell
10,499
-55,990
-84% -$1.17M 0.01% 832
2018
Q1 		$1.35M Buy
66,489
+3,503
+6% +$79.4K 0.04% 409
2017
Q4 		$1.49M Sell
62,986
-4,351
-6% -$100K 0.04% 422
2017
Q3 		$1.52M Sell
67,337
-5,413
-7% -$121K 0.04% 406
2017
Q2 		$1.7M Buy
72,750
+7,550
+12% +$172K 0.05% 353
2017
Q1 		$1.52M Sell
65,200
-15,577
-19% -$348K 0.05% 386
2016
Q4 		$1.68M Sell
80,777
-4,970
-6% -$92.8K 0.05% 335
2016
Q3 		$1.46M Sell
85,747
-11,926
-12% -$198K 0.06% 280
2016
Q2 		$1.51M Buy
97,673
+1,611
+2% +$24.6K 0.07% 257
2016
Q1 		$1.39M Sell
96,062
-364
-0.4% -$5.12K 0.06% 277
2015
Q4 		$1.5M Buy
96,426
+16,129
+20% +$270K 0.07% 254
2015
Q3 		$1.46M Sell
80,297
-1,072
-1% -$21.5K 0.13% 163
2015
Q2 		$1.77M Buy
81,369
+4,064
+5% +$86.8K 0.09% 207
2015
Q1 		$1.54M Buy
77,305
+3,797
+5% +$78.5K 0.03% 425
2014
Q4 		$1.48M Buy
73,508
+6,973
+10% +$144K 0.09% 211
2014
Q3 		$1.42M Buy
66,535
+2,545
+4% +$57.3K 0.09% 226
2014
Q2 		$1.5M Buy
63,990
+17,679
+38% +$410K 0.1% 225
2014
Q1 		$1.16M Buy
46,311
+14,388
+45% +$355K 0.1% 210
2013
Q4 		$810K Buy
31,923
+1,282
+4% +$32.4K 0.08% 243
2013
Q3 		$747K Buy
30,641
+819
+3% +$19.6K 0.09% 209
2013
Q2 		$700K Buy
+29,822
New +$784K 0.09% 197

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.09B AUM 21.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

FDx Advisors's JEF Position: Q3 2019 in Review

FDx Advisors sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 16,741 shares — an estimated $288K sold.

FDx Advisors first reported a position in JEF in Q2 2013 and held it in 24 quarters. The position peaked at $1.77M in Q2 2015. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • FDx Advisors reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • FDx Advisors sold 16,741 Jefferies Financial Group shares in Q3 2019, an estimated $288K.
  • FDx Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 24 quarters.
  • FDx Advisors's Jefferies Financial Group position peaked at $1.77M in Q2 2015.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.