NR
JEF icon

Newfound Research’s Jefferies Financial Group JEF Stock Holding History

Newfound Research’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
Q2 		– Sell
-19
Closed – – 188
2018
Q1 		$0 Buy
19
+11
+138% +$249 ﹤0.01% 210
2017
Q4 		$0 Buy
8
+2
+33% +$46 ﹤0.01% 210
2017
Q3 		$0 Buy
6
+5
+500% +$112 ﹤0.01% 207
2017
Q2 		$0 Buy
+1
New +$23 ﹤0.01% 200

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Newfound Research's JEF Position: Q2 2018 in Review

Newfound Research sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 19 shares.

Newfound Research first reported a position in JEF in Q2 2017 and held it in 4 quarters. The position peaked at $0 in Q1 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Newfound Research reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
  • Newfound Research sold 19 Jefferies Financial Group shares in Q2 2018.
  • Newfound Research first reported a position in Jefferies Financial Group in Q2 2017 and held it in 4 quarters.
  • Newfound Research's Jefferies Financial Group position peaked at $0 in Q1 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Newfound Research's 13F filing for Q2 2018, filed 31 Jul 2018.