Wealthfront Advisers’s Jefferies Financial Group JEF Stock Holding History

Wealthfront Advisers’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
2019 Q4	–	Sell	-44,599	Closed	-$785K	–	498
2019 Q3	$785K	Sell	44,599 -15,611	-26%	-$278K	0.01%	329
2019 Q2	$1.04M	Buy	60,210 +238	+0.4%	+$4.08K	0.01%	269
2019 Q1	$1.01M	Buy	59,972 +73	+0.1%	+$1.29K	0.01%	253
2018 Q4	$931K	Buy	+59,899	New	+$1.1M	0.01%	255

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront Advisers's JEF Position: Q4 2019 in Review

Wealthfront Advisers sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 44,599 shares — an estimated $785K sold.

Wealthfront Advisers first reported a position in JEF in Q4 2018 and held it in 4 quarters. The position peaked at $1.04M in Q2 2019. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

Wealthfront Advisers reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
Wealthfront Advisers sold 44,599 Jefferies Financial Group shares in Q4 2019, an estimated $785K.
Wealthfront Advisers first reported a position in Jefferies Financial Group in Q4 2018 and held it in 4 quarters.
Wealthfront Advisers's Jefferies Financial Group position peaked at $1.04M in Q2 2019.
412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Wealthfront Advisers's 13F filing for Q4 2019, filed 21 Jan 2020.