Gupta Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Gupta Wealth 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	$50K	Hold	3,482	–	–	0.01%	443
2015 Q4	$54K	Hold	3,482	–	–	0.01%	417
2015 Q3	$63K	Hold	3,482	–	–	0.02%	408
2015 Q2	$76K	Hold	3,482	–	–	0.02%	386
2015 Q1	$69K	Buy	+3,482	New	+$72K	0.02%	354

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

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

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

BIT

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

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

BAM

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

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

SCM

Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return

Gupta Wealth Management's JEF Position: Q1 2016 in Review

Gupta Wealth Management held its Jefferies Financial Group (JEF) position steady in Q1 2016 at 3,482 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #443.

Gupta Wealth Management first reported a position in JEF in Q1 2015 and has held it in 5 quarters since. The position peaked at $76K in Q2 2015. 411 funds tracked by Wall St. Rank hold JEF as of Q1 2016.

Gupta Wealth Management held 3,482 shares of Jefferies Financial Group worth $50K as of Q1 2016.
Gupta Wealth Management left its Jefferies Financial Group share count unchanged in Q1 2016.
Jefferies Financial Group made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #443 holding.
Gupta Wealth Management first reported a position in Jefferies Financial Group in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Jefferies Financial Group position peaked at $76K in Q2 2015.
411 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.