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TRUE Private Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-274
Closed -$5.38K – 600
2018
Q3 		$5.38K Buy
+274
New +$5.71K ﹤0.01% 878

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 $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

TRUE Private Wealth Advisors's JEF Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q4 2018, closing a stake of 274 shares — an estimated $5.38K sold.

TRUE Private Wealth Advisors first reported a position in JEF in Q3 2018 and held it in 1 quarter. The position peaked at $5.38K in Q3 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Jefferies Financial Group position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 274 Jefferies Financial Group shares in Q4 2018, an estimated $5.38K.
  • TRUE Private Wealth Advisors first reported a position in Jefferies Financial Group in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Jefferies Financial Group position peaked at $5.38K in Q3 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.