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

Lenox 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
2016 Q4	–	Sell	-44,685	Closed	-$762K	–	145
2016 Q3	$762K	Hold	44,685	–	–	0.23%	19
2016 Q2	$693K	Sell	44,685 -17,874	-29%	-$273K	0.2%	21
2016 Q1	$906K	Hold	62,559	–	–	0.27%	17
2015 Q4	$974K	Sell	62,559 -12,289	-16%	-$205K	0.31%	15
2015 Q3	$1.36M	Sell	74,848 -1,675	-2%	-$33.6K	0.48%	14
2015 Q2	$1.66M	Buy	+76,523	New	+$1.63M	0.71%	11

Other funds holding JEF

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 New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Lenox Wealth Advisors's JEF Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 44,685 shares — an estimated $762K sold.

Lenox Wealth Advisors first reported a position in JEF in Q2 2015 and held it in 6 quarters. The position peaked at $1.66M in Q2 2015. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

Lenox Wealth Advisors reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 44,685 Jefferies Financial Group shares in Q4 2016, an estimated $762K.
Lenox Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2015 and held it in 6 quarters.
Lenox Wealth Advisors's Jefferies Financial Group position peaked at $1.66M in Q2 2015.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.