Advisory Research’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-6,480
Closed -$215K 623
2014
Q1
$215K Hold
6,480
﹤0.01% 314
2013
Q4
$207K Buy
+6,480
New +$207K ﹤0.01% 302