First Personal Financial Services’s Jefferies Financial Group JEF Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-1,096	Closed	-$22K	–	806
2018 Q1	$22K	Sell	1,096 -69	-6%	-$1.56K	﹤0.01%	614
2017 Q4	$28K	Buy	1,165 +112	+11%	+$2.58K	0.01%	584
2017 Q3	$24K	Hold	1,053	–	–	0.01%	553
2017 Q2	$25K	Hold	1,053	–	–	0.01%	540
2017 Q1	$25K	Hold	1,053	–	–	0.01%	529
2016 Q4	$22K	Hold	1,053	–	–	0.01%	537
2016 Q3	$18K	Hold	1,053	–	–	0.01%	459
2016 Q2	$16K	Buy	+1,053	New	+$16.1K	0.01%	459

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Personal Financial Services's JEF Position: Q2 2018 in Review

First Personal Financial Services sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 1,096 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in JEF in Q2 2016 and held it in 8 quarters. The position peaked at $28K in Q4 2017. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

First Personal Financial Services reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 1,096 Jefferies Financial Group shares in Q2 2018, an estimated $22K.
First Personal Financial Services first reported a position in Jefferies Financial Group in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Jefferies Financial Group position peaked at $28K in Q4 2017.
449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.