MA
JEF icon

MUFG Americas’s Jefferies Financial Group JEF Stock Holding History

MUFG Americas’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
Q1 		– Sell
-20,041
Closed -$475K – 920
2017
Q4 		$475K Hold
20,041
– – 0.01% 352
2017
Q3 		$453K Hold
20,041
– – 0.01% 357
2017
Q2 		$469K Hold
20,041
– – 0.02% 355
2017
Q1 		$466K Buy
+20,041
New +$448K 0.02% 360
2015
Q1 		– Sell
-248
Closed -$5K – 1193
2014
Q4 		$5K Hold
248
– – ﹤0.01% 1081
2014
Q3 		$5K Sell
248
-117
-32% -$2.63K ﹤0.01% 1086
2014
Q2 		$9K Sell
365
-139
-28% -$3.23K ﹤0.01% 946
2014
Q1 		$13K Buy
+504
New +$12.4K ﹤0.01% 872
2013
Q4 		– Sell
-268
Closed -$7K – 1144
2013
Q3 		$7K Sell
268
-1,456
-84% -$34.9K ﹤0.01% 1053
2013
Q2 		$40K Buy
+1,724
New +$45.3K ﹤0.01% 1188

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B 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