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JNBA Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-221
Closed -$4K – 913
2016
Q3 		$4K Buy
+221
New +$3.66K ﹤0.01% 1294

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

JNBA Financial Advisors's JEF Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 221 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in JEF in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 221 Jefferies Financial Group shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Jefferies Financial Group in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Jefferies Financial Group position peaked at $4K in Q3 2016.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.