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Financial Architects (New Jersey)’s Jefferies Financial Group JEF Stock Holding History

Financial Architects (New Jersey)’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
-950
Closed -$16K – 1082
2019
Q2 		$16K Hold
950
– – ﹤0.01% 780
2019
Q1 		$16K Hold
950
– – ﹤0.01% 964
2018
Q4 		$15K Sell
950
-1,117
-54% -$20.5K ﹤0.01% 890
2018
Q3 		$41K Hold
2,067
– – 0.01% 695
2018
Q2 		$42K Hold
2,067
– – 0.01% 616
2018
Q1 		$42K Hold
2,067
– – 0.01% 663
2017
Q4 		$49K Hold
2,067
– – 0.01% 688
2017
Q3 		$47K Hold
2,067
– – 0.01% 707
2017
Q2 		$48K Hold
2,067
– – 0.01% 687
2017
Q1 		$48K Hold
2,067
– – 0.01% 667
2016
Q4 		$43K Sell
2,067
-1,787
-46% -$33.4K 0.01% 605
2016
Q3 		$65K Hold
3,854
– – 0.02% 495
2016
Q2 		$60K Buy
3,854
+1,787
+86% +$27.3K 0.02% 498
2016
Q1 		$30K Buy
+2,067
New +$29.1K 0.01% 498
2015
Q3 		– Sell
-6,731
Closed -$146K – 575
2015
Q2 		$146K Sell
6,731
-1,340
-17% -$28.6K 0.05% 236
2015
Q1 		$161K Sell
8,071
-3,016
-27% -$62.3K 0.06% 226
2014
Q4 		$223K Sell
11,087
-17,707
-61% -$365K 0.1% 158
2014
Q3 		$614K Sell
28,794
-20,360
-41% -$459K 0.3% 74
2014
Q2 		$1.15M Sell
49,154
-2,012
-4% -$46.7K 0.56% 39
2014
Q1 		$1.28M Sell
51,166
-3,044
-6% -$75.1K 0.77% 28
2013
Q4 		$1.38M Buy
54,210
+1,007
+2% +$25.5K 0.8% 27
2013
Q3 		$1.3M Buy
53,203
+10,333
+24% +$247K 0.84% 25
2013
Q2 		$1M Buy
+42,870
New +$1.13M 0.74% 27

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 $3.38T AUM 44.17% 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

Financial Architects (New Jersey)'s JEF Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 950 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in JEF in Q2 2013 and held it in 23 quarters. The position peaked at $1.38M in Q4 2013. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 950 Jefferies Financial Group shares in Q3 2019, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Jefferies Financial Group in Q2 2013 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Jefferies Financial Group position peaked at $1.38M in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.