AIL
SF

AGF Investments LLC’s Stifel SF Stock Holding History

AGF Investments LLC’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
2018
Q4 		– Sell
-207
Closed -$5K – 807
2018
Q3 		$5K Buy
+207
New +$4.98K ﹤0.01% 786
2017
Q4 		– Sell
-677
Closed -$16K – 808
2017
Q3 		$16K Sell
677
-81
-11% -$1.75K ﹤0.01% 406
2017
Q2 		$16K Sell
758
-16
-2% -$328 ﹤0.01% 399
2017
Q1 		$18K Buy
774
+351
+83% +$8.08K ﹤0.01% 392
2016
Q4 		$10K Buy
+423
New +$8.49K ﹤0.01% 626

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AGF Investments LLC's SF Position: Q4 2018 in Review

AGF Investments LLC sold out of Stifel (SF) in Q4 2018, closing a stake of 207 shares — an estimated $5K sold.

AGF Investments LLC first reported a position in SF in Q4 2016 and held it in 5 quarters. The position peaked at $18K in Q1 2017. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • AGF Investments LLC reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 207 Stifel shares in Q4 2018, an estimated $5K.
  • AGF Investments LLC first reported a position in Stifel in Q4 2016 and held it in 5 quarters.
  • AGF Investments LLC's Stifel position peaked at $18K in Q1 2017.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.