Formidable Asset Management’s Jefferies Financial Group JEF Stock Holding History

Formidable Asset Management’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
2016 Q1	–	Sell	-134	Closed	-$2K	–	521
2015 Q4	$2K	Hold	134	–	–	﹤0.01%	521
2015 Q3	$2K	Hold	134	–	–	﹤0.01%	574
2015 Q2	$3K	Hold	134	–	–	﹤0.01%	476
2015 Q1	$3K	Hold	134	–	–	﹤0.01%	464
2014 Q4	$3K	Hold	134	–	–	﹤0.01%	433
2014 Q3	$3K	Hold	134	–	–	﹤0.01%	427
2014 Q2	$3K	Hold	134	–	–	﹤0.01%	460
2014 Q1	$3K	Hold	134	–	–	﹤0.01%	420
2013 Q4	$3K	Hold	134	–	–	﹤0.01%	449
2013 Q3	$3K	Buy	+134	New	+$3.21K	﹤0.01%	396

Other funds holding JEF

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon

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

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group

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

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baillie Gifford & Co

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

Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return