MYCIO Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-838	Closed	-$14K	–	444
2016 Q3	$14K	Hold	838	–	–	﹤0.01%	525
2016 Q2	$13K	Hold	838	–	–	﹤0.01%	531
2016 Q1	$12K	Hold	838	–	–	﹤0.01%	501
2015 Q4	$13K	Hold	838	–	–	﹤0.01%	507
2015 Q3	$15K	Hold	838	–	–	﹤0.01%	499
2015 Q2	$18K	Hold	838	–	–	﹤0.01%	447
2015 Q1	$17K	Hold	838	–	–	﹤0.01%	424
2014 Q4	$17K	Hold	838	–	–	﹤0.01%	416
2014 Q3	$18K	Hold	838	–	–	﹤0.01%	383
2014 Q2	$20K	Sell	838 -1,117	-57%	-$25.9K	﹤0.01%	388
2014 Q1	$49K	Buy	1,955 +1,117	+133%	+$27.6K	0.01%	261
2013 Q4	$21K	Buy	+838	New	+$21.2K	0.01%	359

Other funds holding JEF

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

FPA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

MYCIO Wealth Partners's JEF Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 838 shares — an estimated $14K sold.

MYCIO Wealth Partners first reported a position in JEF in Q4 2013 and held it in 12 quarters. The position peaked at $49K in Q1 2014. 428 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

MYCIO Wealth Partners reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 838 Jefferies Financial Group shares in Q4 2016, an estimated $14K.
MYCIO Wealth Partners first reported a position in Jefferies Financial Group in Q4 2013 and held it in 12 quarters.
MYCIO Wealth Partners's Jefferies Financial Group position peaked at $49K in Q1 2014.
428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.