INR Advisory Services’s Jefferies Financial Group JEF Stock Holding History

INR Advisory Services’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	$37K	Sell	2,211 -804	-27%	-$14.2K	﹤0.01%	33
2018 Q4	$47K	Hold	3,015	–	–	0.01%	30
2018 Q3	$59K	Sell	3,015 -718	-19%	-$15K	0.01%	21
2018 Q2	$76K	Hold	3,733	–	–	0.01%	19
2018 Q1	$76K	Hold	3,733	–	–	0.01%	18
2017 Q4	$89K	Hold	3,733	–	–	0.01%	16
2017 Q3	$84K	Hold	3,733	–	–	0.01%	17
2017 Q2	$87K	Hold	3,733	–	–	0.01%	17
2017 Q1	$87K	Buy	+3,733	New	+$83.5K	0.01%	27

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

INR Advisory Services's JEF Position: Q1 2019 in Review

INR Advisory Services reduced its Jefferies Financial Group (JEF) stake by 27% in Q1 2019, selling an estimated $14.2K and leaving 2,211 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #33.

INR Advisory Services first reported a position in JEF in Q1 2017 and has held it in 9 quarters since. The position peaked at $89K in Q4 2017. 446 funds tracked by Wall St. Rank hold JEF as of Q1 2019.

INR Advisory Services held 2,211 shares of Jefferies Financial Group worth $37K as of Q1 2019.
INR Advisory Services sold 804 Jefferies Financial Group shares in Q1 2019, an estimated $14.2K.
Jefferies Financial Group made up ﹤0.01% of INR Advisory Services's portfolio in Q1 2019, its #33 holding.
INR Advisory Services first reported a position in Jefferies Financial Group in Q1 2017 and has held it in 9 quarters since.
INR Advisory Services's Jefferies Financial Group position peaked at $89K in Q4 2017.
446 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.