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Advisor Partners’s Stifel SF Stock Holding History

Advisor Partners’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,658
Closed -$239K – 690
2019
Q4 		$239K Sell
5,658
-41
-0.7% -$1.73K 0.02% 553
2019
Q3 		$218K Buy
5,699
+104
+2% +$3.98K 0.03% 597
2019
Q2 		$220K Buy
+5,595
New +$220K 0.03% 579