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WFG Advisors’s Jefferies Financial Group JEF Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-2,292
Closed -$49K – 2164
2014
Q3 		$49K Sell
2,292
-26
-1% -$586 0.01% 928
2014
Q2 		$54K Sell
2,318
-1,325
-36% -$30.8K 0.01% 886
2014
Q1 		$91K Hold
3,643
– – 0.02% 669
2013
Q4 		$92K Buy
3,643
+103
+3% +$2.61K 0.01% 775
2013
Q3 		$86K Sell
3,540
-112
-3% -$2.68K 0.01% 748
2013
Q2 		$86K Buy
+3,652
New +$96K 0.01% 712

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WFG Advisors's JEF Position: Q4 2014 in Review

WFG Advisors sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 2,292 shares — an estimated $49K sold.

WFG Advisors first reported a position in JEF in Q2 2013 and held it in 6 quarters. The position peaked at $92K in Q4 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • WFG Advisors reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 2,292 Jefferies Financial Group shares in Q4 2014, an estimated $49K.
  • WFG Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Jefferies Financial Group position peaked at $92K in Q4 2013.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.