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Mosaic Family Wealth’s Jefferies Financial Group JEF Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-68
Closed -$2K – 802
2017
Q3 		$2K Buy
+68
New +$1.52K ﹤0.01% 836

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's JEF Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Jefferies Financial Group (JEF) in Q4 2017, closing a stake of 68 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in JEF in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 486 funds tracked by Wall St. Rank hold JEF as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Jefferies Financial Group position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 68 Jefferies Financial Group shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Jefferies Financial Group in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Jefferies Financial Group position peaked at $2K in Q3 2017.
  • 486 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.