AG
SF

Advisor Group’s Stifel SF Stock Holding History

Advisor Group’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
2019
Q4 		$661K Buy
24,550
+3,069
+14% +$80.2K ﹤0.01% 1481
2019
Q3 		$549K Buy
21,481
+1,447
+7% +$36.4K ﹤0.01% 1545
2019
Q2 		$526K Buy
20,034
+1,874
+10% +$47.7K ﹤0.01% 1573
2019
Q1 		$425K Sell
18,160
-3,469
-16% -$78.6K ﹤0.01% 1709
2018
Q4 		$398K Buy
21,629
+1,203
+6% +$24.9K ﹤0.01% 1573
2018
Q3 		$465K Buy
20,426
+4,930
+32% +$119K ﹤0.01% 1525
2018
Q2 		$359K Sell
15,496
-97
-0.6% -$2.52K ﹤0.01% 1560
2018
Q1 		$411K Sell
15,593
-603
-4% -$17.1K 0.01% 1453
2017
Q4 		$429K Buy
16,196
+2,619
+19% +$64.1K 0.01% 1428
2017
Q3 		$323K Buy
13,577
+1,614
+13% +$35K 0.01% 1487
2017
Q2 		$244K Sell
11,963
-372
-3% -$7.63K ﹤0.01% 1634
2017
Q1 		$275K Buy
12,335
+3,805
+45% +$87.6K 0.01% 1440
2016
Q4 		$190K Buy
8,530
+493
+6% +$9.9K ﹤0.01% 1587
2016
Q3 		$137K Buy
8,037
+2
+0% +$32 ﹤0.01% 1794
2016
Q2 		$111K Buy
+8,035
New +$120K ﹤0.01% 1851

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Group's SF Position: Q4 2019 in Review

Advisor Group increased its Stifel (SF) stake by 14% in Q4 2019, buying an estimated $80.2K and bringing the position to 24,550 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Advisor Group first reported a position in SF in Q2 2016 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • Advisor Group held 24,550 shares of Stifel worth $661K as of Q4 2019.
  • Advisor Group bought 3,069 Stifel shares in Q4 2019, an estimated $80.2K.
  • Stifel made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1481 holding.
  • Advisor Group first reported a position in Stifel in Q2 2016 and has held it in 15 quarters since.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.