Wealthfront’s Jefferies Financial Group JEF Stock Holding History

Wealthfront’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	$505K	Buy	25,702 +10,430	+68%	+$217K	﹤0.01%	375
2018 Q2	$311K	Sell	15,272 -11,549	-43%	-$242K	﹤0.01%	432
2018 Q1	$546K	Buy	26,821 +7,587	+39%	+$172K	0.01%	370
2017 Q4	$456K	Buy	19,234 +3,337	+21%	+$77K	0.01%	367
2017 Q3	$359K	Buy	15,897 +5,758	+57%	+$129K	﹤0.01%	392
2017 Q2	$237K	Buy	+10,139	New	+$231K	﹤0.01%	420
2015 Q4	–	Sell	-2,991	Closed	-$54K	–	677
2015 Q3	$54K	Buy	2,991 +246	+9%	+$4.94K	﹤0.01%	507
2015 Q2	$60K	Buy	2,745 +1,439	+110%	+$30.7K	﹤0.01%	487
2015 Q1	$26K	Buy	1,306 +680	+109%	+$14.1K	﹤0.01%	529
2014 Q4	$13K	Buy	626 +162	+35%	+$3.34K	﹤0.01%	563
2014 Q3	$10K	Hold	464	–	–	﹤0.01%	533
2014 Q2	$11K	Buy	464 +136	+41%	+$3.16K	﹤0.01%	511
2014 Q1	$8K	Buy	+328	New	+$8.09K	﹤0.01%	500

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wealthfront's JEF Position: Q3 2018 in Review

Wealthfront increased its Jefferies Financial Group (JEF) stake by 68% in Q3 2018, buying an estimated $217K and bringing the position to 25,702 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Wealthfront first reported a position in JEF in Q1 2014 and has held it in 13 quarters since. The position peaked at $546K in Q1 2018. 463 funds tracked by Wall St. Rank hold JEF as of Q3 2018.

Wealthfront held 25,702 shares of Jefferies Financial Group worth $505K as of Q3 2018.
Wealthfront bought 10,430 Jefferies Financial Group shares in Q3 2018, an estimated $217K.
Jefferies Financial Group made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #375 holding.
Wealthfront first reported a position in Jefferies Financial Group in Q1 2014 and has held it in 13 quarters since.
Wealthfront's Jefferies Financial Group position peaked at $546K in Q1 2018.
463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.