YorkBridge Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

YorkBridge Wealth Partners’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	-3,016	Closed	-$52K	–	424
2019 Q2	$52K	Hold	3,016	–	–	0.02%	363
2019 Q1	$51K	Hold	3,016	–	–	0.02%	357
2018 Q4	$47K	Hold	3,016	–	–	0.02%	335
2018 Q3	$59K	Hold	3,016	–	–	0.03%	344
2018 Q2	$61K	Hold	3,016	–	–	0.03%	346
2018 Q1	$66K	Hold	3,016	–	–	0.03%	340
2017 Q4	$67K	Hold	3,016	–	–	0.03%	339
2017 Q3	$68K	Hold	3,016	–	–	0.04%	339
2017 Q2	$72K	Hold	3,016	–	–	0.04%	326
2017 Q1	$69K	Hold	3,016	–	–	0.04%	330
2016 Q4	$58K	Buy	+3,016	New	+$56.3K	0.03%	338

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

YorkBridge Wealth Partners's JEF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 3,016 shares — an estimated $52K sold.

YorkBridge Wealth Partners first reported a position in JEF in Q4 2016 and held it in 11 quarters. The position peaked at $72K in Q2 2017. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,016 Jefferies Financial Group shares in Q3 2019, an estimated $52K.
YorkBridge Wealth Partners first reported a position in Jefferies Financial Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Jefferies Financial Group position peaked at $72K in Q2 2017.
408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.