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Plante Moran Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-112
Closed -$1K – 807
2020
Q1 		$1K Buy
+112
New +$2.14K ﹤0.01% 694

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's JEF Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 112 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in JEF in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 112 Jefferies Financial Group shares in Q2 2020, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Jefferies Financial Group in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Jefferies Financial Group position peaked at $1K in Q1 2020.
  • 367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.