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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 – 446
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return