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Spot Trading’s Jefferies Financial Group JEF Stock Holding History

Spot Trading’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
2017
Q3 		$250K Sell
11,060
-1,564
-12% -$35K ﹤0.01% 2087
2017
Q2 		$296K Sell
12,624
-4,356
-26% -$99.2K 0.01% 1963
2017
Q1 		$395K Sell
16,980
-17,428
-51% -$390K 0.01% 1410
2016
Q4 		$716K Buy
34,408
+5,028
+17% +$93.9K 0.02% 1183
2016
Q3 		$501K Sell
29,380
-14,300
-33% -$237K 0.01% 1526
2016
Q2 		$678K Buy
43,680
+20,667
+90% +$316K 0.01% 1405
2016
Q1 		$333K Buy
23,013
+10,613
+86% +$149K 0.01% 1877
2015
Q4 		$193K Sell
12,400
-2,905
-19% -$48.6K ﹤0.01% 2495
2015
Q3 		$278K Buy
15,305
+112
+0.7% +$2.25K ﹤0.01% 2457
2015
Q2 		$330K Buy
15,193
+2,458
+19% +$52.5K ﹤0.01% 2389
2015
Q1 		$254K Buy
+12,735
New +$263K ﹤0.01% 2586
2014
Q4 		– Sell
-894
Closed -$19K – 4206
2014
Q3 		$19K Sell
894
-22,901
-96% -$516K ﹤0.01% 3962
2014
Q2 		$558K Buy
23,795
+17,092
+255% +$397K ﹤0.01% 2603
2014
Q1 		$168K Sell
6,703
-33,514
-83% -$827K ﹤0.01% 3232
2013
Q4 		$1.02M Sell
40,217
-19,773
-33% -$500K 0.01% 1966
2013
Q3 		$1.46M Sell
59,990
-34,072
-36% -$816K 0.01% 1623
2013
Q2 		$2.21M Buy
+94,062
New +$2.47M 0.01% 1292

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spot Trading's JEF Position: Q3 2017 in Review

Spot Trading sold out of Jefferies Financial Group (JEF) in Q3 2017, closing a stake of 2,501 shares — an estimated $56K sold.

Spot Trading first reported a position in JEF in Q4 2013 and held it in 10 quarters. The position peaked at $3.79M in Q3 2014. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2017.

  • Spot Trading reported no remaining Jefferies Financial Group position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 2,501 Jefferies Financial Group shares in Q3 2017, an estimated $56K.
  • Spot Trading first reported a position in Jefferies Financial Group in Q4 2013 and held it in 10 quarters.
  • Spot Trading's Jefferies Financial Group position peaked at $3.79M in Q3 2014.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.