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Wealthcare Capital Management’s Jefferies Financial Group JEF Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-72
Closed -$2K – 369
2021
Q1 		$2K Buy
+72
New +$1.96K ﹤0.01% 571
2015
Q2 		– Sell
-193
Closed -$4K – 644
2015
Q1 		$4K Buy
+193
New +$3.99K ﹤0.01% 692

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's JEF Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 72 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in JEF in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 72 Jefferies Financial Group shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Jefferies Financial Group in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Jefferies Financial Group position peaked at $4K in Q1 2015.
  • 433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.