AIM
SF

Advantage Investment Management’s Stifel SF Stock Holding History

Advantage Investment Management’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
2016
Q3 		– Sell
-409
Closed -$6K – 952
2016
Q2 		$6K Buy
+409
New +$6.08K ﹤0.01% 678
2015
Q3 		– Sell
-675
Closed -$17K – 887
2015
Q2 		$17K Buy
+675
New +$16.6K 0.01% 506

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's SF Position: Q3 2016 in Review

Advantage Investment Management sold out of Stifel (SF) in Q3 2016, closing a stake of 409 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in SF in Q2 2015 and held it in 2 quarters. The position peaked at $17K in Q2 2015. 221 funds tracked by Wall St. Rank hold SF as of Q3 2016.

  • Advantage Investment Management reported no remaining Stifel position as of Q3 2016 after selling out during the quarter.
  • Advantage Investment Management sold 409 Stifel shares in Q3 2016, an estimated $6K.
  • Advantage Investment Management first reported a position in Stifel in Q2 2015 and held it in 2 quarters.
  • Advantage Investment Management's Stifel position peaked at $17K in Q2 2015.
  • 221 funds tracked by Wall St. Rank held Stifel as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.