BCWM
SF

Bartlett & Co Wealth Management’s Stifel SF Stock Holding History

Bartlett & Co Wealth 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
2020
Q3 		– Sell
-450
Closed -$9.49K – 863
2020
Q2 		$9.49K Hold
450
– – ﹤0.01% 685
2020
Q1 		$8.26K Hold
450
– – ﹤0.01% 681
2019
Q4 		$12.1K Sell
450
-225
-33% -$5.88K ﹤0.01% 711
2019
Q3 		$17.2K Buy
+675
New +$17K ﹤0.01% 676
2018
Q4 		– Sell
-1,523
Closed -$34.7K – 720
2018
Q3 		$34.7K Sell
1,523
-675
-31% -$16.2K ﹤0.01% 479
2018
Q2 		$51K Sell
2,198
-225
-9% -$5.85K ﹤0.01% 427
2018
Q1 		$63.8K Buy
+2,423
New +$68.7K ﹤0.01% 401

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co Wealth Management's SF Position: Q3 2020 in Review

Bartlett & Co Wealth Management sold out of Stifel (SF) in Q3 2020, closing a stake of 450 shares — an estimated $9.49K sold.

Bartlett & Co Wealth Management first reported a position in SF in Q1 2018 and held it in 7 quarters. The position peaked at $63.8K in Q1 2018. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

  • Bartlett & Co Wealth Management reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 450 Stifel shares in Q3 2020, an estimated $9.49K.
  • Bartlett & Co Wealth Management first reported a position in Stifel in Q1 2018 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's Stifel position peaked at $63.8K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2020, filed 13 Feb 2024.