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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
Q2 		– Sell
-7,150
Closed -$166K – 3296
2017
Q1 		$166K Buy
7,150
+5,921
+482% +$132K 0.01% 2019
2016
Q4 		$26K Buy
1,229
+335
+37% +$6.26K ﹤0.01% 2509
2016
Q3 		$15K Buy
+894
New +$14.8K ﹤0.01% 2850
2016
Q2 		– Sell
-11,171
Closed -$162K – 3569
2016
Q1 		$162K Sell
11,171
-8,826
-44% -$124K ﹤0.01% 2337
2015
Q4 		$311K Buy
19,997
+16,757
+517% +$280K ﹤0.01% 2218
2015
Q3 		$59K Sell
3,240
-6,814
-68% -$137K ﹤0.01% 3238
2015
Q2 		$219K Sell
10,054
-13,741
-58% -$293K ﹤0.01% 2655
2015
Q1 		$475K Sell
23,795
-59,543
-71% -$1.23M ﹤0.01% 2142
2014
Q4 		$1.67M Sell
83,338
-166,228
-67% -$3.43M 0.01% 1535
2014
Q3 		$5.33M Buy
249,566
+446
+0.2% +$10K 0.03% 902
2014
Q2 		$5.85M Buy
249,120
+194,046
+352% +$4.51M 0.03% 856
2014
Q1 		$1.38M Buy
55,074
+45,132
+454% +$1.11M 0.01% 1790
2013
Q4 		$252K Buy
9,942
+1,452
+17% +$36.7K ﹤0.01% 2888
2013
Q3 		$207K Sell
8,490
-18,768
-69% -$449K ﹤0.01% 3000
2013
Q2 		$640K Buy
+27,258
New +$716K ﹤0.01% 2257

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.