First Foundation Advisors’s Jefferies Financial Group JEF Stock Holding History

First Foundation 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
2017 Q1	–	Sell	-37,465	Closed	-$780K	–	327
2016 Q4	$780K	Sell	37,465 -31,643	-46%	-$591K	0.05%	159
2016 Q3	$1.18M	Sell	69,108 -828	-1%	-$13.7K	0.08%	125
2016 Q2	$1.08M	Sell	69,936 -14,131	-17%	-$216K	0.08%	125
2016 Q1	$1.22M	Sell	84,067 -2,581	-3%	-$36.3K	0.09%	117
2015 Q4	$1.35M	Buy	+86,648	New	+$1.45M	0.09%	114

Other funds holding JEF

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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

First Foundation Advisors's JEF Position: Q1 2017 in Review

First Foundation Advisors sold out of Jefferies Financial Group (JEF) in Q1 2017, closing a stake of 37,465 shares — an estimated $780K sold.

First Foundation Advisors first reported a position in JEF in Q4 2015 and held it in 5 quarters. The position peaked at $1.35M in Q4 2015. 447 funds tracked by Wall St. Rank hold JEF as of Q1 2017.

First Foundation Advisors reported no remaining Jefferies Financial Group position as of Q1 2017 after selling out during the quarter.
First Foundation Advisors sold 37,465 Jefferies Financial Group shares in Q1 2017, an estimated $780K.
First Foundation Advisors first reported a position in Jefferies Financial Group in Q4 2015 and held it in 5 quarters.
First Foundation Advisors's Jefferies Financial Group position peaked at $1.35M in Q4 2015.
447 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2017.

Based on First Foundation Advisors's 13F filing for Q1 2017, filed 5 May 2017.