LifePlan Financial Group’s Jefferies Financial Group JEF Stock Holding History

LifePlan Financial Group’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
2019 Q4	–	Sell	-63	Closed	-$1K	–	564
2019 Q3	$1K	Sell	63 -4	-6%	-$71	﹤0.01%	525
2019 Q2	$1K	Hold	67	–	–	﹤0.01%	524
2019 Q1	$1K	Hold	67	–	–	﹤0.01%	528
2018 Q4	$1K	Hold	67	–	–	﹤0.01%	521
2018 Q3	$1K	Hold	67	–	–	﹤0.01%	520
2018 Q2	$1K	Hold	67	–	–	﹤0.01%	503
2018 Q1	$1K	Buy	+67	New	+$1.52K	﹤0.01%	493
2014 Q2	–	Sell	-67	Closed	-$2K	–	143
2014 Q1	$2K	Hold	67	–	–	﹤0.01%	233
2013 Q4	$2K	Hold	67	–	–	﹤0.01%	221
2013 Q3	$2K	Hold	67	–	–	﹤0.01%	196
2013 Q2	$2K	Buy	+67	New	+$1.76K	﹤0.01%	171

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LifePlan Financial Group's JEF Position: Q4 2019 in Review

LifePlan Financial Group sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 63 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in JEF in Q2 2013 and held it in 11 quarters. The position peaked at $2K in Q1 2014. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

LifePlan Financial Group reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
LifePlan Financial Group sold 63 Jefferies Financial Group shares in Q4 2019, an estimated $1K.
LifePlan Financial Group first reported a position in Jefferies Financial Group in Q2 2013 and held it in 11 quarters.
LifePlan Financial Group's Jefferies Financial Group position peaked at $2K in Q1 2014.
412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.