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Private Advisor Group’s Jefferies Financial Group JEF Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-2,023
Closed -$30K – 2538
2020
Q2 		$30K Buy
+2,023
New +$27.1K ﹤0.01% 2354
2015
Q2 		– Sell
-15,955
Closed -$318K – 1084
2015
Q1 		$318K Buy
+15,955
New +$330K 0.02% 717

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Advisor Group's JEF Position: Q3 2020 in Review

Private Advisor Group sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 2,023 shares — an estimated $30K sold.

Private Advisor Group first reported a position in JEF in Q1 2015 and held it in 2 quarters. The position peaked at $318K in Q1 2015. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Private Advisor Group reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 2,023 Jefferies Financial Group shares in Q3 2020, an estimated $30K.
  • Private Advisor Group first reported a position in Jefferies Financial Group in Q1 2015 and held it in 2 quarters.
  • Private Advisor Group's Jefferies Financial Group position peaked at $318K in Q1 2015.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.