BG
SF

BlackRock Group’s Stifel SF Stock Holding History

BlackRock Group’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
2016
Q4 		$2.8M Buy
126,191
+10,300
+9% +$207K ﹤0.01% 1529
2016
Q3 		$1.98M Buy
115,891
+3,771
+3% +$60.6K ﹤0.01% 1633
2016
Q2 		$1.57M Sell
112,120
-826
-0.7% -$12.3K ﹤0.01% 1701
2016
Q1 		$1.49M Buy
112,946
+29,224
+35% +$415K ﹤0.01% 1709
2015
Q4 		$1.58M Buy
83,722
+859
+1% +$16.7K ﹤0.01% 1620
2015
Q3 		$1.55M Buy
82,863
+7,767
+10% +$176K ﹤0.01% 1639
2015
Q2 		$1.93M Buy
75,096
+6,863
+10% +$169K ﹤0.01% 1578
2015
Q1 		$1.69M Sell
68,233
-66,808
-49% -$1.54M ﹤0.01% 1557
2014
Q4 		$3.06M Buy
135,041
+5,700
+4% +$121K ﹤0.01% 1300
2014
Q3 		$2.7M Buy
129,341
+2,434
+2% +$50.7K ﹤0.01% 1301
2014
Q2 		$2.67M Sell
126,907
-70,103
-36% -$1.44M ﹤0.01% 1345
2014
Q1 		$4.36M Buy
197,010
+15,286
+8% +$325K ﹤0.01% 1166
2013
Q4 		$3.87M Buy
181,724
+9,669
+6% +$186K ﹤0.01% 1162
2013
Q3 		$3.15M Buy
172,055
+22,153
+15% +$387K ﹤0.01% 1244
2013
Q2 		$2.38M Buy
+149,902
New +$2.27M ﹤0.01% 1216

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BlackRock Group's SF Position: Q4 2016 in Review

BlackRock Group increased its Stifel (SF) stake by 8.9% in Q4 2016, buying an estimated $207K and bringing the position to 126,191 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

BlackRock Group first reported a position in SF in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.36M in Q1 2014. 231 funds tracked by Wall St. Rank hold SF as of Q4 2016.

  • BlackRock Group held 126,191 shares of Stifel worth $2.8M as of Q4 2016.
  • BlackRock Group bought 10,300 Stifel shares in Q4 2016, an estimated $207K.
  • Stifel made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1529 holding.
  • BlackRock Group first reported a position in Stifel in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Stifel position peaked at $4.36M in Q1 2014.
  • 231 funds tracked by Wall St. Rank held Stifel as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.