Gideon Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Gideon Capital Advisors’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
2019 Q1	–	Sell	-22,093	Closed	-$343K	–	445
2018 Q4	$343K	Buy	+22,093	New	+$405K	0.14%	231
2017 Q2	–	Sell	-10,802	Closed	-$251K	–	336
2017 Q1	$251K	Buy	+10,802	New	+$242K	0.15%	303

Other funds holding JEF

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

FPA

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Gideon Capital Advisors's JEF Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2019, closing a stake of 22,093 shares — an estimated $343K sold.

Gideon Capital Advisors first reported a position in JEF in Q1 2017 and held it in 2 quarters. The position peaked at $343K in Q4 2018. 446 funds tracked by Wall St. Rank hold JEF as of Q1 2019.

Gideon Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 22,093 Jefferies Financial Group shares in Q1 2019, an estimated $343K.
Gideon Capital Advisors first reported a position in Jefferies Financial Group in Q1 2017 and held it in 2 quarters.
Gideon Capital Advisors's Jefferies Financial Group position peaked at $343K in Q4 2018.
446 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.