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Guardian Capital (Canada)’s Jefferies Financial Group JEF Stock Holding History

Guardian Capital (Canada)’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
2018
Q4 		– Sell
-26,369
Closed -$518K – 195
2018
Q3 		$518K Buy
+26,369
New +$550K 0.01% 134

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Guardian Capital (Canada)'s JEF Position: Q4 2018 in Review

Guardian Capital (Canada) sold out of Jefferies Financial Group (JEF) in Q4 2018, closing a stake of 26,369 shares — an estimated $518K sold.

Guardian Capital (Canada) first reported a position in JEF in Q3 2018 and held it in 1 quarter. The position peaked at $518K in Q3 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • Guardian Capital (Canada) reported no remaining Jefferies Financial Group position as of Q4 2018 after selling out during the quarter.
  • Guardian Capital (Canada) sold 26,369 Jefferies Financial Group shares in Q4 2018, an estimated $518K.
  • Guardian Capital (Canada) first reported a position in Jefferies Financial Group in Q3 2018 and held it in 1 quarter.
  • Guardian Capital (Canada)'s Jefferies Financial Group position peaked at $518K in Q3 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q4 2018, filed 13 Feb 2019.