AIM
SF

Assured Investment Management’s Stifel SF Stock Holding History

Assured 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
2018
Q3 		– Sell
-32,693
Closed -$759K – 1271
2018
Q2 		$759K Buy
+32,693
New +$851K 0.01% 663
2016
Q1 		– Sell
-12,548
Closed -$236K – 711
2015
Q4 		$236K Sell
12,548
-2,032
-14% -$39.5K ﹤0.01% 455
2015
Q3 		$273K Buy
+14,580
New +$330K 0.01% 463

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Assured Investment Management's SF Position: Q3 2018 in Review

Assured Investment Management sold out of Stifel (SF) in Q3 2018, closing a stake of 32,693 shares — an estimated $759K sold.

Assured Investment Management first reported a position in SF in Q3 2015 and held it in 3 quarters. The position peaked at $759K in Q2 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

  • Assured Investment Management reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
  • Assured Investment Management sold 32,693 Stifel shares in Q3 2018, an estimated $759K.
  • Assured Investment Management first reported a position in Stifel in Q3 2015 and held it in 3 quarters.
  • Assured Investment Management's Stifel position peaked at $759K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Assured Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.