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FMA Advisory’s Jefferies Financial Group JEF Stock Holding History

FMA Advisory’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
2015
Q2 		$54K Buy
+2,486
New +$53.1K 0.03% 193

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

FMA Advisory's JEF Position: Q2 2015 in Review

FMA Advisory opened a new position in Jefferies Financial Group (JEF) in Q2 2015: 2,486 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

431 funds tracked by Wall St. Rank hold JEF as of Q2 2015.

  • FMA Advisory held 2,486 shares of Jefferies Financial Group worth $54K as of Q2 2015.
  • Jefferies Financial Group was a new FMA Advisory position in Q2 2015.
  • Jefferies Financial Group made up 0.03% of FMA Advisory's portfolio in Q2 2015, its #193 holding.
  • 431 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.