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Forte Capital’s Jefferies Financial Group JEF Stock Holding History

Forte Capital’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
Q3 		– Sell
-9,665
Closed -$226K – 161
2017
Q2 		$226K Hold
9,665
– – 0.07% 146
2017
Q1 		$225K Hold
9,665
– – 0.08% 146
2016
Q4 		$201K Buy
+9,665
New +$181K 0.08% 150
2015
Q3 		– Sell
-9,665
Closed -$210K – 153
2015
Q2 		$210K Buy
+9,665
New +$206K 0.09% 153
2014
Q4 		– Sell
-9,665
Closed -$206K – 159
2014
Q3 		$206K Buy
+9,665
New +$218K 0.1% 156

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return