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WealthPLAN Partners’s Jefferies Financial Group JEF Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-2,317
Closed -$54K – 309
2017
Q1 		$54K Buy
+2,317
New +$51.8K 0.19% 106
2016
Q3 		$79.5K Sell
4,709
-5,225
-53% -$86.6K 0.03% 261
2016
Q2 		$72.9K Buy
+9,934
New +$152K 0.01% 745
2015
Q4 		$8.3K Buy
+533
New +$8.91K ﹤0.01% 1204

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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthPLAN Partners's JEF Position: Q2 2017 in Review

WealthPLAN Partners sold out of Jefferies Financial Group (JEF) in Q2 2017, closing a stake of 2,317 shares — an estimated $54K sold.

WealthPLAN Partners first reported a position in JEF in Q4 2015 and held it in 4 quarters. The position peaked at $79.5K in Q3 2016. 444 funds tracked by Wall St. Rank hold JEF as of Q2 2017.

  • WealthPLAN Partners reported no remaining Jefferies Financial Group position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 2,317 Jefferies Financial Group shares in Q2 2017, an estimated $54K.
  • WealthPLAN Partners first reported a position in Jefferies Financial Group in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Jefferies Financial Group position peaked at $79.5K in Q3 2016.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.