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Intercontinental Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Intercontinental Wealth Advisors’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
2020
Q1 		– Sell
-447
Closed -$10K – 235
2019
Q4 		$10K Sell
447
-255
-36% -$4.82K 0.01% 279
2019
Q3 		$12K Buy
+702
New +$12.5K 0.01% 325

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's JEF Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2020, closing a stake of 447 shares — an estimated $10K sold.

Intercontinental Wealth Advisors first reported a position in JEF in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 391 funds tracked by Wall St. Rank hold JEF as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 447 Jefferies Financial Group shares in Q1 2020, an estimated $10K.
  • Intercontinental Wealth Advisors first reported a position in Jefferies Financial Group in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Jefferies Financial Group position peaked at $12K in Q3 2019.
  • 391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.