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Stanford Investment Group’s Jefferies Financial Group JEF Stock Holding History

Stanford Investment Group’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
-2,111
Closed -$36K – 393
2016
Q3 		$36K Buy
+2,111
New +$35K 0.02% 186

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 $8.09B AUM 21.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Stanford Investment Group's JEF Position: Q4 2016 in Review

Stanford Investment Group sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 2,111 shares — an estimated $36K sold.

Stanford Investment Group first reported a position in JEF in Q3 2016 and held it in 1 quarter. The position peaked at $36K in Q3 2016. 428 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

  • Stanford Investment Group reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
  • Stanford Investment Group sold 2,111 Jefferies Financial Group shares in Q4 2016, an estimated $36K.
  • Stanford Investment Group first reported a position in Jefferies Financial Group in Q3 2016 and held it in 1 quarter.
  • Stanford Investment Group's Jefferies Financial Group position peaked at $36K in Q3 2016.
  • 428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.