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Wagner Wealth Management (South Carolina)’s Jefferies Financial Group JEF Stock Holding History

Wagner Wealth Management (South Carolina)’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
-670
Closed -$14K – 716
2018
Q2 		$14K Hold
670
– – 0.01% 353
2018
Q1 		$14K Hold
670
– – 0.01% 325
2017
Q4 		$17K Buy
+670
New +$15.5K 0.01% 324

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 $5.9B AUM 29.63% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s JEF Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Jefferies Financial Group (JEF) in Q3 2018, closing a stake of 670 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in JEF in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 463 funds tracked by Wall St. Rank hold JEF as of Q3 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Jefferies Financial Group position as of Q3 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 670 Jefferies Financial Group shares in Q3 2018, an estimated $14K.
  • Wagner Wealth Management (South Carolina) first reported a position in Jefferies Financial Group in Q4 2017 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Jefferies Financial Group position peaked at $17K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.