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Integrated Wealth Management (Palm Desert)’s Jefferies Financial Group JEF Stock Holding History

Integrated Wealth Management (Palm Desert)’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 		– Sell
-17
Closed – – 1255
2015
Q4 		$0 Hold
17
– – ﹤0.01% 1339
2015
Q3 		$0 Hold
17
– – ﹤0.01% 1337
2015
Q2 		$0 Hold
17
– – ﹤0.01% 1398
2015
Q1 		$0 Buy
+17
New +$351 ﹤0.01% 1320

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 $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JEF Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Jefferies Financial Group (JEF) in Q1 2016, closing a stake of 17 shares.

Integrated Wealth Management (Palm Desert) first reported a position in JEF in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2015. 411 funds tracked by Wall St. Rank hold JEF as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Jefferies Financial Group position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 17 Jefferies Financial Group shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Jefferies Financial Group in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Jefferies Financial Group position peaked at $0 in Q4 2015.
  • 411 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.