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Winslow Evans & Crocker’s Jefferies Financial Group JEF Stock Holding History

Winslow Evans & Crocker’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
2016
Q4 		– Sell
-279
Closed -$4.76K – 1279
2016
Q3 		$4.76K Hold
279
– – ﹤0.01% 1071
2016
Q2 		$4.33K Hold
279
– – ﹤0.01% 1067
2016
Q1 		$4.04K Hold
279
– – ﹤0.01% 1061
2015
Q4 		$4.35K Buy
+279
New +$4.67K ﹤0.01% 1092

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 $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Winslow Evans & Crocker's JEF Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 279 shares — an estimated $4.76K sold.

Winslow Evans & Crocker first reported a position in JEF in Q4 2015 and held it in 4 quarters. The position peaked at $4.76K in Q3 2016. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 279 Jefferies Financial Group shares in Q4 2016, an estimated $4.76K.
  • Winslow Evans & Crocker first reported a position in Jefferies Financial Group in Q4 2015 and held it in 4 quarters.
  • Winslow Evans & Crocker's Jefferies Financial Group position peaked at $4.76K in Q3 2016.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.