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

Obermeyer 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
2019 Q3	–	Sell	-25,024	Closed	-$431K	–	126
2019 Q2	$431K	Hold	25,024	–	–	0.04%	82
2019 Q1	$421K	Hold	25,024	–	–	0.04%	83
2018 Q4	$389K	Hold	25,024	–	–	0.04%	81
2018 Q3	$492K	Hold	25,024	–	–	0.04%	79
2018 Q2	$509K	Hold	25,024	–	–	0.05%	70
2018 Q1	$509K	Hold	25,024	–	–	0.05%	74
2017 Q4	$593K	Buy	+25,024	New	+$577K	0.05%	76

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

Obermeyer Wealth Partners's JEF Position: Q3 2019 in Review

Obermeyer Wealth Partners sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 25,024 shares — an estimated $431K sold.

Obermeyer Wealth Partners first reported a position in JEF in Q4 2017 and held it in 7 quarters. The position peaked at $593K in Q4 2017. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

Obermeyer Wealth Partners reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
Obermeyer Wealth Partners sold 25,024 Jefferies Financial Group shares in Q3 2019, an estimated $431K.
Obermeyer Wealth Partners first reported a position in Jefferies Financial Group in Q4 2017 and held it in 7 quarters.
Obermeyer Wealth Partners's Jefferies Financial Group position peaked at $593K in Q4 2017.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2019, filed 6 Nov 2019.