AP
SF

AHL Partners’s Stifel SF Stock Holding History

AHL 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
2017
Q4 		$2.2M Buy
83,122
+67,381
+428% +$1.65M 0.03% 692
2017
Q3 		$374K Buy
+15,741
New +$341K 0.01% 1121
2015
Q3 		– Sell
-196,216
Closed -$5.04M – 795
2015
Q2 		$5.04M Buy
+196,216
New +$4.84M 0.2% 174
2014
Q4 		– Sell
-84,987
Closed -$1.77M – 799
2014
Q3 		$1.77M Buy
+84,987
New +$1.77M 0.14% 288

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AHL Partners's SF Position: Q4 2017 in Review

AHL Partners increased its Stifel (SF) stake by 428% in Q4 2017, buying an estimated $1.65M and bringing the position to 83,122 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #692.

AHL Partners first reported a position in SF in Q3 2014 and has held it in 4 quarters since. The position peaked at $5.04M in Q2 2015. 278 funds tracked by Wall St. Rank hold SF as of Q4 2017.

  • AHL Partners held 83,122 shares of Stifel worth $2.2M as of Q4 2017.
  • AHL Partners bought 67,381 Stifel shares in Q4 2017, an estimated $1.65M.
  • Stifel made up 0.03% of AHL Partners's portfolio in Q4 2017, its #692 holding.
  • AHL Partners first reported a position in Stifel in Q3 2014 and has held it in 4 quarters since.
  • AHL Partners's Stifel position peaked at $5.04M in Q2 2015.
  • 278 funds tracked by Wall St. Rank held Stifel as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.