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McAdam LLC’s Jefferies Financial Group JEF Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-223
Closed -$4K – 346
2018
Q3 		$4K Hold
223
– – ﹤0.01% 436
2018
Q2 		$5K Sell
223
-6
-3% -$126 ﹤0.01% 397
2018
Q1 		$5K Buy
+229
New +$5.19K ﹤0.01% 407

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

McAdam LLC's JEF Position: Q4 2018 in Review

McAdam LLC sold out of Jefferies Financial Group (JEF) in Q4 2018, closing a stake of 223 shares — an estimated $4K sold.

McAdam LLC first reported a position in JEF in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • McAdam LLC reported no remaining Jefferies Financial Group position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 223 Jefferies Financial Group shares in Q4 2018, an estimated $4K.
  • McAdam LLC first reported a position in Jefferies Financial Group in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Jefferies Financial Group position peaked at $5K in Q2 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.