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WealthStone’s Jefferies Financial Group JEF Stock Holding History

WealthStone’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
Q3 		– Sell
-118
Closed -$2.04K – 328
2019
Q2 		$2.04K Hold
118
– – ﹤0.01% 529
2019
Q1 		$2K Buy
+118
New +$2.08K 0.07% 40

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

WealthStone's JEF Position: Q3 2019 in Review

WealthStone sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 118 shares — an estimated $2.04K sold.

WealthStone first reported a position in JEF in Q1 2019 and held it in 2 quarters. The position peaked at $2.04K in Q2 2019. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • WealthStone reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 118 Jefferies Financial Group shares in Q3 2019, an estimated $2.04K.
  • WealthStone first reported a position in Jefferies Financial Group in Q1 2019 and held it in 2 quarters.
  • WealthStone's Jefferies Financial Group position peaked at $2.04K in Q2 2019.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.