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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,487	Closed	-$239K	–	690
2019 Q4	$239K	Sell	8,487 -61	-0.7%	-$1.59K	0.02%	553
2019 Q3	$218K	Buy	8,548 +156	+2%	+$3.92K	0.03%	597
2019 Q2	$220K	Buy	+8,392	New	+$214K	0.03%	579

Other funds holding SF

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners's SF Position: Q1 2020 in Review

Advisor Partners sold out of Stifel (SF) in Q1 2020, closing a stake of 8,487 shares — an estimated $239K sold.

Advisor Partners first reported a position in SF in Q2 2019 and held it in 3 quarters. The position peaked at $239K in Q4 2019. 267 funds tracked by Wall St. Rank hold SF as of Q1 2020.

Advisor Partners reported no remaining Stifel position as of Q1 2020 after selling out during the quarter.
Advisor Partners sold 8,487 Stifel shares in Q1 2020, an estimated $239K.
Advisor Partners first reported a position in Stifel in Q2 2019 and held it in 3 quarters.
Advisor Partners's Stifel position peaked at $239K in Q4 2019.
267 funds tracked by Wall St. Rank held Stifel as of Q1 2020.

Based on Advisor Partners's 13F filing for Q1 2020, filed 15 May 2020.