TG
JEF icon

TLP Group’s Jefferies Financial Group JEF Stock Holding History

TLP 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
2017
Q2 		– Sell
-437
Closed -$10K – 383
2017
Q1 		$10K Sell
437
-8,589
-95% -$192K 0.01% 254
2016
Q4 		$188K Buy
9,026
+1,489
+20% +$27.8K 0.19% 81
2016
Q3 		$128K Buy
+7,537
New +$125K 0.14% 134

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TLP Group's JEF Position: Q2 2017 in Review

TLP Group sold out of Jefferies Financial Group (JEF) in Q2 2017, closing a stake of 437 shares — an estimated $10K sold.

TLP Group first reported a position in JEF in Q3 2016 and held it in 3 quarters. The position peaked at $188K in Q4 2016. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

  • TLP Group reported no remaining Jefferies Financial Group position as of Q2 2017 after selling out during the quarter.
  • TLP Group sold 437 Jefferies Financial Group shares in Q2 2017, an estimated $10K.
  • TLP Group first reported a position in Jefferies Financial Group in Q3 2016 and held it in 3 quarters.
  • TLP Group's Jefferies Financial Group position peaked at $188K in Q4 2016.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on TLP Group's 13F filing for Q2 2017, filed 11 Aug 2017.