Neuburgh Advisers’s Jefferies Financial Group JEF Stock Holding History

Neuburgh Advisers’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
2019 Q3	$1.73M	Buy	98,491 +81,117	+467%	+$1.44M	0.05%	239
2019 Q2	$299K	Buy	17,374 +1,144	+7%	+$19.6K	0.01%	591
2019 Q1	$273K	Buy	16,230 +1,341	+9%	+$23.7K	0.01%	602
2018 Q4	$231K	Sell	14,889 -375	-2%	-$6.87K	0.01%	601
2018 Q3	$300K	Sell	15,264 -69,852	-82%	-$1.46M	0.01%	617
2018 Q2	$1.73M	Sell	85,116 -49,493	-37%	-$1.04M	0.06%	231
2018 Q1	$2.74M	Buy	134,609 +75,517	+128%	+$1.71M	0.1%	177
2017 Q4	$1.4M	Buy	59,092 +49,440	+512%	+$1.14M	0.05%	241
2017 Q3	$218K	Buy	9,652 +9,187	+1,976%	+$206K	0.01%	583
2017 Q2	$11K	Buy	+465	New	+$10.6K	﹤0.01%	878

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Neuburgh Advisers's JEF Position: Q3 2019 in Review

Neuburgh Advisers increased its Jefferies Financial Group (JEF) stake by 467% in Q3 2019, buying an estimated $1.44M and bringing the position to 98,491 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #239.

Neuburgh Advisers first reported a position in JEF in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.74M in Q1 2018. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Neuburgh Advisers held 98,491 shares of Jefferies Financial Group worth $1.73M as of Q3 2019.
Neuburgh Advisers bought 81,117 Jefferies Financial Group shares in Q3 2019, an estimated $1.44M.
Jefferies Financial Group made up 0.05% of Neuburgh Advisers's portfolio in Q3 2019, its #239 holding.
Neuburgh Advisers first reported a position in Jefferies Financial Group in Q2 2017 and has held it in 10 quarters since.
Neuburgh Advisers's Jefferies Financial Group position peaked at $2.74M in Q1 2018.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.