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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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 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 Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return