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Park Avenue Institutional Advisers’s Jefferies Financial Group JEF Stock Holding History

Park Avenue Institutional 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
2016
Q3 		– Sell
-2,346
Closed -$36K – 217
2016
Q2 		$36K Hold
2,346
– – 0.03% 467
2016
Q1 		$34K Sell
2,346
-66
-3% -$929 0.03% 473
2015
Q4 		$38K Sell
2,412
-94
-4% -$1.57K 0.03% 456
2015
Q3 		$45K Buy
2,506
+130
+5% +$2.61K 0.04% 437
2015
Q2 		$52K Buy
+2,376
New +$50.7K 0.04% 432

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 $7.14B AUM 21.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Park Avenue Institutional Advisers's JEF Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Jefferies Financial Group (JEF) in Q3 2016, closing a stake of 2,346 shares — an estimated $36K sold.

Park Avenue Institutional Advisers first reported a position in JEF in Q2 2015 and held it in 5 quarters. The position peaked at $52K in Q2 2015. 416 funds tracked by Wall St. Rank hold JEF as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Jefferies Financial Group position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 2,346 Jefferies Financial Group shares in Q3 2016, an estimated $36K.
  • Park Avenue Institutional Advisers first reported a position in Jefferies Financial Group in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Jefferies Financial Group position peaked at $52K in Q2 2015.
  • 416 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.