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Insight 2811 Inc’s Jefferies Financial Group JEF Stock Holding History

Insight 2811 Inc’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
-14,322
Closed -$282K – 92
2018
Q3 		$282K Sell
14,322
-1,452
-9% -$30.3K 0.19% 76
2018
Q2 		$321K Sell
15,774
-782
-5% -$16.4K 0.22% 63
2018
Q1 		$337K Sell
16,556
-2,904
-15% -$65.8K 0.24% 60
2017
Q4 		$461K Sell
19,460
-1,716
-8% -$39.6K 0.34% 50
2017
Q3 		$479K Sell
21,176
-3,128
-13% -$70.1K 0.35% 46
2017
Q2 		$569K Sell
24,304
-4,416
-15% -$101K 0.43% 46
2017
Q1 		$668K Sell
28,720
-392
-1% -$8.76K 0.51% 41
2016
Q4 		$606K Sell
29,112
-2,458
-8% -$45.9K 0.49% 37
2016
Q3 		$538K Sell
31,570
-7,502
-19% -$124K 0.34% 54
2016
Q2 		$606K Sell
39,072
-2,010
-5% -$30.7K 0.23% 65
2016
Q1 		$595K Buy
41,082
+2,792
+7% +$39.3K 0.23% 67
2015
Q4 		$596K Sell
38,290
-19,372
-34% -$324K 0.28% 62
2015
Q3 		$1.05M Sell
57,662
-6,387
-10% -$128K 0.61% 33
2015
Q2 		$1.39M Buy
64,049
+2,996
+5% +$64K 0.67% 24
2015
Q1 		$1.22M Buy
61,053
+31,784
+109% +$657K 0.57% 31
2014
Q4 		$587K Buy
+29,269
New +$604K 0.29% 66

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 $8.09B AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Canada Life
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

Insight 2811 Inc's JEF Position: Q4 2018 in Review

Insight 2811 Inc sold out of Jefferies Financial Group (JEF) in Q4 2018, closing a stake of 14,322 shares — an estimated $282K sold.

Insight 2811 Inc first reported a position in JEF in Q4 2014 and held it in 16 quarters. The position peaked at $1.39M in Q2 2015. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • Insight 2811 Inc reported no remaining Jefferies Financial Group position as of Q4 2018 after selling out during the quarter.
  • Insight 2811 Inc sold 14,322 Jefferies Financial Group shares in Q4 2018, an estimated $282K.
  • Insight 2811 Inc first reported a position in Jefferies Financial Group in Q4 2014 and held it in 16 quarters.
  • Insight 2811 Inc's Jefferies Financial Group position peaked at $1.39M in Q2 2015.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on Insight 2811 Inc's 13F filing for Q4 2018, filed 25 Feb 2019.