River Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-45	Closed	-$1K	–	336
2018 Q4	$1K	Sell	45 -92	-67%	-$1.68K	﹤0.01%	523
2018 Q3	$3K	Hold	137	–	–	﹤0.01%	525
2018 Q2	$3K	Buy	+137	New	+$2.87K	﹤0.01%	526

Other funds holding JEF

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

River Wealth Advisors's JEF Position: Q1 2019 in Review

River Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2019, closing a stake of 45 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in JEF in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 446 funds tracked by Wall St. Rank hold JEF as of Q1 2019.

River Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 45 Jefferies Financial Group shares in Q1 2019, an estimated $1K.
River Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Jefferies Financial Group position peaked at $3K in Q3 2018.
446 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.