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TCI Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

TCI Wealth 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
2022
Q2 		– Sell
-14
Closed – – 2397
2022
Q1 		$0 Sell
14
-8
-36% -$272 ﹤0.01% 2336
2021
Q4 		$1K Hold
22
– – ﹤0.01% 2208
2021
Q3 		$1K Buy
+22
New +$736 ﹤0.01% 2279
2020
Q2 		– Sell
-472
Closed -$6K – 1559
2020
Q1 		$6K Buy
472
+287
+155% +$5.48K ﹤0.01% 675
2019
Q4 		$4K Sell
185
-245
-57% -$4.63K ﹤0.01% 925
2019
Q3 		$8K Sell
430
-29
-6% -$516 ﹤0.01% 689
2019
Q2 		$8K Buy
459
+163
+55% +$2.8K ﹤0.01% 670
2019
Q1 		$5K Sell
296
-18
-6% -$318 ﹤0.01% 792
2018
Q4 		$5K Buy
314
+40
+15% +$732 ﹤0.01% 766
2018
Q3 		$5K Buy
274
+13
+5% +$271 ﹤0.01% 791
2018
Q2 		$5K Hold
261
– – ﹤0.01% 776
2018
Q1 		$5K Hold
261
– – ﹤0.01% 734
2017
Q4 		$6K Hold
261
– – ﹤0.01% 737
2017
Q3 		$6K Hold
261
– – ﹤0.01% 698
2017
Q2 		$6K Hold
261
– – ﹤0.01% 711
2017
Q1 		$6K Sell
261
-107
-29% -$2.39K ﹤0.01% 683
2016
Q4 		$8K Hold
368
– – ﹤0.01% 673
2016
Q3 		$6K Sell
368
-112
-23% -$1.86K ﹤0.01% 686
2016
Q2 		$7K Hold
480
– – ﹤0.01% 647
2016
Q1 		$7K Hold
480
– – ﹤0.01% 649
2015
Q4 		$7K Hold
480
– – ﹤0.01% 648
2015
Q3 		$9K Buy
480
+10
+2% +$201 0.01% 534
2015
Q2 		$10K Buy
+470
New +$10K 0.01% 522
2014
Q4 		– Sell
-429
Closed -$9K – 908
2014
Q3 		$9K Hold
429
– – 0.01% 462
2014
Q2 		$10K Hold
429
– – 0.01% 454
2014
Q1 		$11K Sell
429
-19
-4% -$469 0.01% 411
2013
Q4 		$11K Hold
448
– – 0.01% 409
2013
Q3 		$0 Buy
+448
New +$10.7K ﹤0.01% 811

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's JEF Position: Q2 2022 in Review

TCI Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 14 shares.

TCI Wealth Advisors first reported a position in JEF in Q3 2013 and held it in 28 quarters. The position peaked at $11K in Q1 2014. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

  • TCI Wealth Advisors reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 14 Jefferies Financial Group shares in Q2 2022.
  • TCI Wealth Advisors first reported a position in Jefferies Financial Group in Q3 2013 and held it in 28 quarters.
  • TCI Wealth Advisors's Jefferies Financial Group position peaked at $11K in Q1 2014.
  • 426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on TCI Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.