AII
SF

AGF Investments Inc’s Stifel SF Stock Holding History

AGF Investments Inc’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
Q4 		– Sell
-88
Closed -$2K – 831
2020
Q3 		$2K Hold
88
– – ﹤0.01% 791
2020
Q2 		$2K Sell
88
-269,998
-100% -$5.43M ﹤0.01% 787
2020
Q1 		$4.96M Sell
270,086
-248,510
-48% -$6.22M 0.06% 201
2019
Q4 		$14M Buy
518,596
+90,165
+21% +$2.36M 0.17% 135
2019
Q3 		$10.9M Hold
428,431
– – 0.14% 146
2019
Q2 		$11.2M Buy
428,431
+270,931
+172% +$6.9M 0.14% 146
2019
Q1 		$3.69M Buy
+157,500
New +$3.57M 0.04% 206

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AGF Investments Inc's SF Position: Q4 2020 in Review

AGF Investments Inc sold out of Stifel (SF) in Q4 2020, closing a stake of 88 shares — an estimated $2K sold.

AGF Investments Inc first reported a position in SF in Q1 2019 and held it in 7 quarters. The position peaked at $14M in Q4 2019. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

  • AGF Investments Inc reported no remaining Stifel position as of Q4 2020 after selling out during the quarter.
  • AGF Investments Inc sold 88 Stifel shares in Q4 2020, an estimated $2K.
  • AGF Investments Inc first reported a position in Stifel in Q1 2019 and held it in 7 quarters.
  • AGF Investments Inc's Stifel position peaked at $14M in Q4 2019.
  • 296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

Based on AGF Investments Inc's 13F filing for Q4 2020, filed 8 Feb 2021.