Achievement Holdings’s Stifel SF Stock Holding History

Achievement Holdings’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-45,000	Closed	-$1.16K	–	235
2015 Q2	$1.16K	Buy	+45,000	New	+$1.11M	0.05%	141

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Achievement Holdings's SF Position: Q3 2015 in Review

Achievement Holdings sold out of Stifel (SF) in Q3 2015, closing a stake of 45,000 shares — an estimated $1.16K sold.

Achievement Holdings first reported a position in SF in Q2 2015 and held it in 1 quarter. The position peaked at $1.16K in Q2 2015. 233 funds tracked by Wall St. Rank hold SF as of Q3 2015.

Achievement Holdings reported no remaining Stifel position as of Q3 2015 after selling out during the quarter.
Achievement Holdings sold 45,000 Stifel shares in Q3 2015, an estimated $1.16K.
Achievement Holdings first reported a position in Stifel in Q2 2015 and held it in 1 quarter.
Achievement Holdings's Stifel position peaked at $1.16K in Q2 2015.
233 funds tracked by Wall St. Rank held Stifel as of Q3 2015.

Based on Achievement Holdings's 13F filing for Q3 2015, filed 16 Nov 2015.