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Nationwide Fund Advisors’s Jefferies Financial Group JEF Stock Holding History

Nationwide Fund Advisors’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
-119,080
Closed -$2.69M – 1059
2017
Q3 		$2.69M Buy
119,080
+735
+0.6% +$16.5K 0.01% 1314
2017
Q2 		$2.77M Sell
118,345
-5,389
-4% -$123K 0.01% 1287
2017
Q1 		$2.88M Sell
123,734
-89,910
-42% -$2.01M 0.01% 1253
2016
Q4 		$4.45M Buy
213,644
+91,356
+75% +$1.71M 0.02% 1050
2016
Q3 		$2.08M Sell
122,288
-9,597
-7% -$159K 0.01% 1372
2016
Q2 		$2.05M Buy
131,885
+11,695
+10% +$179K 0.01% 1349
2016
Q1 		$1.74M Buy
120,190
+7,120
+6% +$100K 0.01% 1416
2015
Q4 		$1.76M Sell
113,070
-140,081
-55% -$2.34M 0.01% 1428
2015
Q3 		$4.59M Buy
253,151
+5,821
+2% +$117K 0.02% 955
2015
Q2 		$5.38M Sell
247,330
-9,594
-4% -$205K 0.02% 922
2015
Q1 		$5.13M Buy
256,924
+146,401
+132% +$3.03M 0.02% 978
2014
Q4 		$2.22M Buy
110,523
+1,680
+2% +$34.7K 0.01% 1353
2014
Q3 		$2.32M Sell
108,843
-2,654
-2% -$59.8K 0.01% 1360
2014
Q2 		$2.62M Sell
111,497
-6,801
-6% -$158K 0.01% 1331
2014
Q1 		$2.96M Sell
118,298
-761
-0.6% -$18.8K 0.01% 1134
2013
Q4 		$3.02M Sell
119,059
-713
-0.6% -$18K 0.01% 1238
2013
Q3 		$2.92M Sell
119,772
-5,096
-4% -$122K 0.01% 1209
2013
Q2 		$2.93M Buy
+124,868
New +$3.28M 0.02% 1094

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nationwide Fund Advisors's JEF Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Jefferies Financial Group (JEF) in Q4 2017, closing a stake of 119,080 shares — an estimated $2.69M sold.

Nationwide Fund Advisors first reported a position in JEF in Q2 2013 and held it in 18 quarters. The position peaked at $5.38M in Q2 2015. 486 funds tracked by Wall St. Rank hold JEF as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Jefferies Financial Group position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 119,080 Jefferies Financial Group shares in Q4 2017, an estimated $2.69M.
  • Nationwide Fund Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Jefferies Financial Group position peaked at $5.38M in Q2 2015.
  • 486 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.