MPS Loria Financial Planners’s Jefferies Financial Group JEF Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-64	Closed	-$1K	–	347
2021 Q1	$1K	Hold	64	–	–	﹤0.01%	511
2020 Q4	$2K	Buy	64 +1	+2%	+$21	﹤0.01%	472
2020 Q3	$1K	Hold	63	–	–	﹤0.01%	309
2020 Q2	$1K	Buy	+63	New	+$844	﹤0.01%	317
2017 Q3	–	Sell	-244	Closed	-$5K	–	215
2017 Q2	$5K	Buy	+244	New	+$5.56K	﹤0.01%	329

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 $1.15T AUM 47.82% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 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 $33B AUM 40.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

MPS Loria Financial Planners's JEF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 64 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in JEF in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

MPS Loria Financial Planners reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 64 Jefferies Financial Group shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Jefferies Financial Group in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Jefferies Financial Group position peaked at $5K in Q2 2017.
433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.