APP
SF

Avantax Planning Partners’s Stifel SF Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-374
Closed -$9K – 1026
2018
Q3 		$9K Buy
+374
New +$9K ﹤0.01% 917
2018
Q2 		– Sell
-1,220
Closed -$32K – 1257
2018
Q1 		$32K Buy
+1,220
New +$34.6K ﹤0.01% 628

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

Avantax Planning Partners's SF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Stifel (SF) in Q4 2018, closing a stake of 374 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in SF in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2018. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 374 Stifel shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Stifel in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Stifel position peaked at $32K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.