BC
SF

Bartlett & Co’s Stifel SF Stock Holding History

Bartlett & Co’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 -$9K – 852
2020
Q2 		$9K Hold
450
– – ﹤0.01% 689
2020
Q1 		$8K Buy
+450
New +$11.3K ﹤0.01% 685
2019
Q3 		$17K Buy
+675
New +$17K ﹤0.01% 679
2018
Q4 		– Sell
-1,523
Closed -$35K – 699
2018
Q3 		$35K 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 		$64K Buy
2,423
+1,748
+259% +$49.5K ﹤0.01% 401
2017
Q4 		$18K Sell
675
-450
-40% -$11K ﹤0.01% 534
2017
Q3 		$27K Hold
1,125
– – ﹤0.01% 502
2017
Q2 		$23K Buy
1,125
+450
+67% +$9.24K ﹤0.01% 518
2017
Q1 		$15K Hold
675
– – ﹤0.01% 568
2016
Q4 		$15K Sell
675
-1,350
-67% -$27.1K ﹤0.01% 569
2016
Q3 		$35K Buy
2,025
+675
+50% +$10.8K ﹤0.01% 473
2016
Q2 		$19K Buy
+1,350
New +$20.1K ﹤0.01% 553

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's SF Position: Q3 2020 in Review

Bartlett & Co sold out of Stifel (SF) in Q3 2020, closing a stake of 450 shares — an estimated $9K sold.

Bartlett & Co first reported a position in SF in Q2 2016 and held it in 13 quarters. The position peaked at $64K in Q1 2018. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

  • Bartlett & Co reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co sold 450 Stifel shares in Q3 2020, an estimated $9K.
  • Bartlett & Co first reported a position in Stifel in Q2 2016 and held it in 13 quarters.
  • Bartlett & Co's Stifel position peaked at $64K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Bartlett & Co's 13F filing for Q3 2020, filed 20 Oct 2020.