Rampart Investment Management’s Jefferies Financial Group JEF Stock Holding History

Rampart Investment Management’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 Q4	–	Sell	-2,195	Closed	-$39K	–	538
2019 Q3	$39K	Sell	2,195 -5,447	-71%	-$97K	﹤0.01%	535
2019 Q2	$132K	Buy	7,642 +477	+7%	+$8.18K	0.02%	498
2019 Q1	$121K	Buy	7,165 +3,969	+124%	+$70.1K	0.01%	493
2018 Q4	$50K	Sell	3,196 -10,179	-76%	-$186K	0.01%	500
2018 Q3	$66.8K	Buy	13,375 +2,366	+21%	+$49.3K	0.03%	442
2018 Q2	$224K	Sell	11,009 -5,539	-33%	-$116K	0.02%	435
2018 Q1	$337K	Buy	16,548 +11,677	+240%	+$265K	0.03%	386
2017 Q4	$115K	Buy	4,871 +421	+9%	+$9.71K	0.04%	406
2017 Q3	$101K	Buy	4,450 +266	+6%	+$5.96K	0.03%	467
2017 Q2	$98K	Buy	4,184 +3,175	+315%	+$72.3K	0.04%	452
2017 Q1	$23K	Buy	+1,009	New	+$22.6K	0.01%	440

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rampart Investment Management's JEF Position: Q4 2019 in Review

Rampart Investment Management sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 2,195 shares — an estimated $39K sold.

Rampart Investment Management first reported a position in JEF in Q1 2017 and held it in 11 quarters. The position peaked at $337K in Q1 2018. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

Rampart Investment Management reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
Rampart Investment Management sold 2,195 Jefferies Financial Group shares in Q4 2019, an estimated $39K.
Rampart Investment Management first reported a position in Jefferies Financial Group in Q1 2017 and held it in 11 quarters.
Rampart Investment Management's Jefferies Financial Group position peaked at $337K in Q1 2018.
412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Rampart Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.