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Wolf Group Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Wolf Group Capital 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
2016
Q1 		– Sell
-20,388
Closed -$317K – 112
2015
Q4 		$317K Sell
20,388
-127,359
-86% -$2.13M 0.24% 90
2015
Q3 		$2.68M Sell
147,747
-2,876
-2% -$57.8K 2.15% 9
2015
Q2 		$3.27M Sell
150,623
-162
-0.1% -$3.46K 2.18% 6
2015
Q1 		$3.01M Buy
150,785
+8,227
+6% +$170K 2.07% 10
2014
Q4 		$2.86M Buy
142,558
+7,390
+5% +$152K 2.07% 10
2014
Q3 		$2.88M Buy
135,168
+11,577
+9% +$261K 2.15% 6
2014
Q2 		$2.9M Buy
123,591
+10,149
+9% +$236K 2.11% 8
2014
Q1 		$2.84M Buy
113,442
+9,764
+9% +$241K 2.2% 8
2013
Q4 		$2.63M Buy
+103,678
New +$2.62M 2.11% 10

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 $7.13B 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
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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return