SeaCrest Wealth Management’s Jefferies Financial Group JEF Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-3,425	Closed	-$90K	–	1076
2022 Q2	$90K	Buy	+3,425	New	+$101K	0.01%	901
2018 Q4	–	Sell	-831	Closed	-$16K	–	2220
2018 Q3	$16K	Hold	831	–	–	﹤0.01%	1470
2018 Q2	$17K	Sell	831 -1	-0.1%	-$21	﹤0.01%	1421
2018 Q1	$17K	Sell	832 -875	-51%	-$19.8K	﹤0.01%	1388
2017 Q4	$40K	Buy	+1,707	New	+$39.4K	0.01%	1048

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return