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Wealthspire Advisors (Maryland)’s Jefferies Financial Group JEF Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,453
Closed -$24K – 1236
2019
Q1 		$24K Buy
1,453
+105
+8% +$1.85K ﹤0.01% 1201
2018
Q4 		$21K Buy
1,348
+912
+209% +$16.7K ﹤0.01% 1188
2018
Q3 		$9K Sell
436
-40
-8% -$834 ﹤0.01% 1561
2018
Q2 		$10K Sell
476
-21
-4% -$440 ﹤0.01% 1541
2018
Q1 		$10K Sell
497
-96
-16% -$2.18K ﹤0.01% 1572
2017
Q4 		$14K Buy
593
+271
+84% +$6.25K ﹤0.01% 1457
2017
Q3 		$7K Buy
322
+7
+2% +$157 ﹤0.01% 1688
2017
Q2 		$7K Buy
315
+8
+3% +$182 ﹤0.01% 1658
2017
Q1 		$7K Buy
307
+148
+93% +$3.31K ﹤0.01% 1448
2016
Q4 		$3K Sell
159
-91
-36% -$1.7K ﹤0.01% 1479
2016
Q3 		$4K Buy
250
+47
+23% +$779 ﹤0.01% 1431
2016
Q2 		$3K Buy
203
+99
+95% +$1.51K ﹤0.01% 1436
2016
Q1 		$2K Buy
104
+38
+58% +$535 ﹤0.01% 1537
2015
Q4 		$1K Buy
+66
New +$1.1K ﹤0.01% 1628

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JEF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Jefferies Financial Group (JEF) in Q2 2019, closing a stake of 1,453 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in JEF in Q4 2015 and held it in 14 quarters. The position peaked at $24K in Q1 2019. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Jefferies Financial Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,453 Jefferies Financial Group shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Jefferies Financial Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Jefferies Financial Group position peaked at $24K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.