AA
SF

ALPS Advisors’s Stifel SF Stock Holding History

ALPS Advisors’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
2022
Q3 		– Sell
-7,943
Closed -$297K – 1174
2022
Q2 		$297K Sell
7,943
-82
-1% -$3.4K ﹤0.01% 818
2022
Q1 		$363K Buy
+8,025
New +$385K ﹤0.01% 599
2021
Q1 		– Sell
-11,118
Closed -$374K – 946
2020
Q4 		$374K Sell
11,118
-337
-3% -$10K ﹤0.01% 573
2020
Q3 		$257K Buy
+11,455
New +$256K ﹤0.01% 736
2014
Q3 		– Sell
-27,477
Closed -$578K – 687
2014
Q2 		$578K Buy
27,477
+702
+3% +$14.5K 0.01% 434
2014
Q1 		$592K Buy
+26,775
New +$568K 0.01% 290

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ALPS Advisors's SF Position: Q3 2022 in Review

ALPS Advisors sold out of Stifel (SF) in Q3 2022, closing a stake of 7,943 shares — an estimated $297K sold.

ALPS Advisors first reported a position in SF in Q1 2014 and held it in 6 quarters. The position peaked at $592K in Q1 2014. 335 funds tracked by Wall St. Rank hold SF as of Q3 2022.

  • ALPS Advisors reported no remaining Stifel position as of Q3 2022 after selling out during the quarter.
  • ALPS Advisors sold 7,943 Stifel shares in Q3 2022, an estimated $297K.
  • ALPS Advisors first reported a position in Stifel in Q1 2014 and held it in 6 quarters.
  • ALPS Advisors's Stifel position peaked at $592K in Q1 2014.
  • 335 funds tracked by Wall St. Rank held Stifel as of Q3 2022.

Based on ALPS Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.