Loring Wolcott & Coolidge Fiduciary Advisors’s Jefferies Financial Group JEF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q1	–	Sell	-2,092	Closed	-$49K	–	511
2020 Q4	$49K	Hold	2,092	–	–	﹤0.01%	433
2020 Q3	$36K	Hold	2,092	–	–	﹤0.01%	427
2020 Q2	$31K	Hold	2,092	–	–	﹤0.01%	416
2020 Q1	$27K	Hold	2,092	–	–	﹤0.01%	434
2019 Q4	$43K	Hold	2,092	–	–	﹤0.01%	432
2019 Q3	$37K	Sell	2,092 -142	-6%	-$2.53K	﹤0.01%	438
2019 Q2	$38K	Hold	2,234	–	–	﹤0.01%	430
2019 Q1	$38K	Hold	2,234	–	–	﹤0.01%	428
2018 Q4	$35K	Sell	2,234 -28	-1%	-$513	﹤0.01%	447
2018 Q3	$44K	Hold	2,262	–	–	﹤0.01%	435
2018 Q2	$46K	Hold	2,262	–	–	﹤0.01%	430
2018 Q1	$46K	Hold	2,262	–	–	﹤0.01%	452
2017 Q4	$54K	Hold	2,262	–	–	﹤0.01%	425
2017 Q3	$51K	Buy	2,262 +28	+1%	+$627	﹤0.01%	427
2017 Q2	$52K	Hold	2,234	–	–	﹤0.01%	415
2017 Q1	$52K	Hold	2,234	–	–	﹤0.01%	405
2016 Q4	$47K	Hold	2,234	–	–	﹤0.01%	397
2016 Q3	$38K	Hold	2,234	–	–	﹤0.01%	424
2016 Q2	$35K	Hold	2,234	–	–	﹤0.01%	429
2016 Q1	$32K	Hold	2,234	–	–	﹤0.01%	442
2015 Q4	$35K	Hold	2,234	–	–	﹤0.01%	466
2015 Q3	$49K	Hold	2,234	–	–	﹤0.01%	418
2015 Q2	$49K	Hold	2,234	–	–	﹤0.01%	418
2015 Q1	$45K	Hold	2,234	–	–	﹤0.01%	444
2014 Q4	$45K	Hold	2,234	–	–	﹤0.01%	438
2014 Q3	$48K	Hold	2,234	–	–	﹤0.01%	416
2014 Q2	$52K	Hold	2,234	–	–	﹤0.01%	431
2014 Q1	$56K	Hold	2,234	–	–	﹤0.01%	403
2013 Q4	$57K	Hold	2,234	–	–	﹤0.01%	382
2013 Q3	$54K	Hold	2,234	–	–	﹤0.01%	363
2013 Q2	$52K	Buy	+2,234	New	+$58.7K	﹤0.01%	381

Other funds holding JEF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

BAM

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JEF Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 2,092 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JEF in Q2 2013 and held it in 31 quarters. The position peaked at $57K in Q4 2013. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,092 Jefferies Financial Group shares in Q1 2021, an estimated $49K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 31 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Jefferies Financial Group position peaked at $57K in Q4 2013.
450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.