Archford Capital Strategies’s Stifel SF Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-205	Closed	-$5K	–	464
2019 Q2	$5K	Hold	205	–	–	﹤0.01%	465
2019 Q1	$5K	Buy	205 +59	+40%	+$1.34K	﹤0.01%	438
2018 Q4	$3K	Hold	146	–	–	﹤0.01%	447
2018 Q3	$3K	Hold	146	–	–	﹤0.01%	479
2018 Q2	$3K	Hold	146	–	–	﹤0.01%	552
2018 Q1	$4K	Buy	+146	New	+$4.14K	﹤0.01%	426
2017 Q2	–	Sell	-146	Closed	-$3K	–	545
2017 Q1	$3K	Hold	146	–	–	﹤0.01%	559
2016 Q4	$3K	Hold	146	–	–	﹤0.01%	477
2016 Q3	$2K	Sell	146 -147	-50%	-$2.36K	﹤0.01%	545
2016 Q2	$4K	Buy	+293	New	+$4.36K	﹤0.01%	526
2016 Q1	–	Sell	-293	Closed	-$6K	–	520
2015 Q4	$6K	Hold	293	–	–	﹤0.01%	539
2015 Q3	$6K	Buy	293 +147	+101%	+$3.33K	﹤0.01%	422
2015 Q2	$4K	Hold	146	–	–	﹤0.01%	398
2015 Q1	$3.62K	Hold	146	–	–	﹤0.01%	412
2014 Q4	$3K	Hold	146	–	–	﹤0.01%	465
2014 Q3	$3K	Hold	146	–	–	﹤0.01%	459
2014 Q2	$3.08K	Buy	+146	New	+$3.01K	﹤0.01%	583

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's SF Position: Q3 2019 in Review

Archford Capital Strategies sold out of Stifel (SF) in Q3 2019, closing a stake of 205 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in SF in Q2 2014 and held it in 17 quarters. The position peaked at $6K in Q4 2015. 266 funds tracked by Wall St. Rank hold SF as of Q3 2019.

Archford Capital Strategies reported no remaining Stifel position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 205 Stifel shares in Q3 2019, an estimated $5K.
Archford Capital Strategies first reported a position in Stifel in Q2 2014 and held it in 17 quarters.
Archford Capital Strategies's Stifel position peaked at $6K in Q4 2015.
266 funds tracked by Wall St. Rank held Stifel as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.