Geneva Advisors’s Jefferies Financial Group JEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$1.77M Buy
75,601
+177
+0.2% +$4.14K 0.03% 248
2017
Q1
$1.76M Sell
75,424
-254
-0.3% -$5.91K 0.03% 237
2016
Q4
$1.58M Buy
75,678
+690
+0.9% +$14.4K 0.03% 245
2016
Q3
$1.28M Hold
74,988
0.02% 271
2016
Q2
$1.16M Buy
74,988
+287
+0.4% +$4.45K 0.02% 281
2016
Q1
$1.08M Buy
74,701
+12,584
+20% +$182K 0.02% 283
2015
Q4
$967K Buy
62,117
+217
+0.4% +$3.38K 0.02% 308
2015
Q3
$1.12M Sell
61,900
-36
-0.1% -$653 0.02% 275
2015
Q2
$1.35M Buy
61,936
+376
+0.6% +$8.17K 0.02% 262
2015
Q1
$1.23M Buy
61,560
+4,315
+8% +$86.1K 0.02% 265
2014
Q4
$1.15M Sell
57,245
-4,322
-7% -$86.8K 0.02% 270
2014
Q3
$1.31M Sell
61,567
-5,565
-8% -$119K 0.02% 257
2014
Q2
$1.58M Sell
67,132
-992
-1% -$23.3K 0.03% 239
2014
Q1
$1.71M Buy
68,124
+1,084
+2% +$27.2K 0.03% 220
2013
Q4
$1.7M Sell
67,040
-5,475
-8% -$139K 0.03% 179
2013
Q3
$1.77M Buy
72,515
+235
+0.3% +$5.73K 0.04% 176
2013
Q2
$1.7M Buy
+72,280
New +$1.7M 0.04% 158