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Jefferies Group’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Jefferies Group’s Portfolio ITEQ Stock Details ITEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25,000
Closed -$788K – 2639
2017
Q3 		$788K Buy
+25,000
New +$751K 0.01% 1405

Other funds holding ITEQ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM

Jefferies Group's ITEQ Position: Q4 2017 in Review

Jefferies Group sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q4 2017, closing a stake of 25,000 shares — an estimated $788K sold.

Jefferies Group first reported a position in ITEQ in Q3 2017 and held it in 1 quarter. The position peaked at $788K in Q3 2017. 14 funds tracked by Wall St. Rank hold ITEQ as of Q4 2017.

  • Jefferies Group reported no remaining Amplify BlueStar Israel Technology ETF position as of Q4 2017 after selling out during the quarter.
  • Jefferies Group sold 25,000 Amplify BlueStar Israel Technology ETF shares in Q4 2017, an estimated $788K.
  • Jefferies Group first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2017 and held it in 1 quarter.
  • Jefferies Group's Amplify BlueStar Israel Technology ETF position peaked at $788K in Q3 2017.
  • 14 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q4 2017.

Based on Jefferies Group's 13F filing for Q4 2017, filed 14 Feb 2018.