JG
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Jefferies Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Jefferies Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16
Closed -$1K – 1989
2013
Q2 		$1K Buy
+16
New +$1.03K ﹤0.01% 1816

Other funds holding EFG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Group's EFG Position: Q3 2013 in Review

Jefferies Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2013, closing a stake of 16 shares — an estimated $1K sold.

Jefferies Group first reported a position in EFG in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 129 funds tracked by Wall St. Rank hold EFG as of Q3 2013.

  • Jefferies Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Jefferies Group sold 16 iShares MSCI EAFE Growth ETF shares in Q3 2013, an estimated $1K.
  • Jefferies Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 1 quarter.
  • Jefferies Group's iShares MSCI EAFE Growth ETF position peaked at $1K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2013.

Based on Jefferies Group's 13F filing for Q3 2013, filed 18 Nov 2013.