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Roble Belko & Company’s Jefferies Financial Group JEF Stock Holding History

Roble Belko & Company’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
Q4 		– Sell
-4,692
Closed -$80K – 397
2016
Q3 		$80K Sell
4,692
-782
-14% -$13K 0.04% 92
2016
Q2 		$85K Buy
+5,474
New +$83.6K 0.05% 83

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Roble Belko & Company's JEF Position: Q4 2016 in Review

Roble Belko & Company sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 4,692 shares — an estimated $80K sold.

Roble Belko & Company first reported a position in JEF in Q2 2016 and held it in 2 quarters. The position peaked at $85K in Q2 2016. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

  • Roble Belko & Company reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
  • Roble Belko & Company sold 4,692 Jefferies Financial Group shares in Q4 2016, an estimated $80K.
  • Roble Belko & Company first reported a position in Jefferies Financial Group in Q2 2016 and held it in 2 quarters.
  • Roble Belko & Company's Jefferies Financial Group position peaked at $85K in Q2 2016.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on Roble Belko & Company's 13F filing for Q4 2016, filed 18 Jan 2017.