Advisory Research’s Stifel SF Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-9,720	Closed	-$215K	–	623
2014 Q1	$215K	Hold	9,720	–	–	﹤0.01%	314
2013 Q4	$207K	Buy	+9,720	New	+$187K	﹤0.01%	302

Other funds holding SF

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

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

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

EAM

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

BIT

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

Advisory Research's SF Position: Q2 2014 in Review

Advisory Research sold out of Stifel (SF) in Q2 2014, closing a stake of 9,720 shares — an estimated $215K sold.

Advisory Research first reported a position in SF in Q4 2013 and held it in 2 quarters. The position peaked at $215K in Q1 2014. 207 funds tracked by Wall St. Rank hold SF as of Q2 2014.

Advisory Research reported no remaining Stifel position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 9,720 Stifel shares in Q2 2014, an estimated $215K.
Advisory Research first reported a position in Stifel in Q4 2013 and held it in 2 quarters.
Advisory Research's Stifel position peaked at $215K in Q1 2014.
207 funds tracked by Wall St. Rank held Stifel as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.