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Independent Portfolio Consultants’s Jefferies Financial Group JEF Stock Holding History

Independent Portfolio Consultants’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
Q2 		$84K Sell
3,570
-2,585
-42% -$58.9K 0.03% 433
2017
Q1 		$143K Sell
6,155
-3,095
-33% -$69.2K 0.05% 383
2016
Q4 		$193K Sell
9,250
-1,603
-15% -$29.9K 0.06% 323
2016
Q3 		$185K Sell
10,853
-424
-4% -$7.03K 0.06% 338
2016
Q2 		$175K Sell
11,277
-3,022
-21% -$46.2K 0.06% 358
2016
Q1 		$207K Buy
14,299
+1,770
+14% +$24.9K 0.06% 333
2015
Q4 		$195K Sell
12,529
-1,167
-9% -$19.5K 0.06% 338
2015
Q3 		$248K Sell
13,696
-218
-2% -$4.38K 0.05% 320
2015
Q2 		$302K Sell
13,914
-1,316
-9% -$28.1K 0.06% 312
2015
Q1 		$304K Buy
15,230
+7,527
+98% +$156K 0.06% 300
2014
Q4 		$155K Buy
+7,703
New +$159K 0.03% 419

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Independent Portfolio Consultants's JEF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Jefferies Financial Group (JEF) stake by 42% in Q2 2017, selling an estimated $58.9K and leaving 3,570 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #433.

Independent Portfolio Consultants first reported a position in JEF in Q4 2014 and has held it in 11 quarters since. The position peaked at $304K in Q1 2015. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

  • Independent Portfolio Consultants held 3,570 shares of Jefferies Financial Group worth $84K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,585 Jefferies Financial Group shares in Q2 2017, an estimated $58.9K.
  • Jefferies Financial Group made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #433 holding.
  • Independent Portfolio Consultants first reported a position in Jefferies Financial Group in Q4 2014 and has held it in 11 quarters since.
  • Independent Portfolio Consultants's Jefferies Financial Group position peaked at $304K in Q1 2015.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.