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Steel Grove Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Steel Grove Capital Advisors’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
2018
Q3 		– Sell
-54,202
Closed -$1.1M – 322
2018
Q2 		$1.1M Hold
54,202
– – 0.18% 117
2018
Q1 		$1.1M Buy
+54,202
New +$1.23M 0.17% 121

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Steel Grove Capital Advisors's JEF Position: Q3 2018 in Review

Steel Grove Capital Advisors sold out of Jefferies Financial Group (JEF) in Q3 2018, closing a stake of 54,202 shares — an estimated $1.1M sold.

Steel Grove Capital Advisors first reported a position in JEF in Q1 2018 and held it in 2 quarters. The position peaked at $1.1M in Q1 2018. 463 funds tracked by Wall St. Rank hold JEF as of Q3 2018.

  • Steel Grove Capital Advisors reported no remaining Jefferies Financial Group position as of Q3 2018 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 54,202 Jefferies Financial Group shares in Q3 2018, an estimated $1.1M.
  • Steel Grove Capital Advisors first reported a position in Jefferies Financial Group in Q1 2018 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Jefferies Financial Group position peaked at $1.1M in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.