AIM
SF

Arcadia Investment Management’s Stifel SF Stock Holding History

Arcadia Investment Management’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
Q2 		– Sell
-1,125
Closed -$25K – 413
2017
Q1 		$25K Buy
+1,125
New +$25.9K 0.01% 296
2016
Q3 		– Sell
-1,193
Closed -$17K – 419
2016
Q2 		$17K Buy
+1,193
New +$17.7K 0.01% 361

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Arcadia Investment Management's SF Position: Q2 2017 in Review

Arcadia Investment Management sold out of Stifel (SF) in Q2 2017, closing a stake of 1,125 shares — an estimated $25K sold.

Arcadia Investment Management first reported a position in SF in Q2 2016 and held it in 2 quarters. The position peaked at $25K in Q1 2017. 243 funds tracked by Wall St. Rank hold SF as of Q2 2017.

  • Arcadia Investment Management reported no remaining Stifel position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 1,125 Stifel shares in Q2 2017, an estimated $25K.
  • Arcadia Investment Management first reported a position in Stifel in Q2 2016 and held it in 2 quarters.
  • Arcadia Investment Management's Stifel position peaked at $25K in Q1 2017.
  • 243 funds tracked by Wall St. Rank held Stifel as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.