BlackRock Investment Management’s Stifel SF Stock Holding History

BlackRock 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
2016 Q4	$24.3M	Buy	1,094,616 +53,964	+5%	+$1.08M	0.03%	561
2016 Q3	$17.8M	Buy	1,040,652 +11,702	+1%	+$188K	0.02%	659
2016 Q2	$14.4M	Buy	1,028,950 +15,563	+2%	+$231K	0.02%	745
2016 Q1	$13.3M	Buy	1,013,387 +80,983	+9%	+$1.15M	0.02%	762
2015 Q4	$17.6M	Buy	932,404 +4,614	+0.5%	+$89.7K	0.02%	637
2015 Q3	$17.4M	Buy	927,790 +9,603	+1%	+$217K	0.02%	621
2015 Q2	$23.6M	Buy	918,187 +96,327	+12%	+$2.37M	0.03%	515
2015 Q1	$20.4M	Buy	821,860 +280,614	+52%	+$6.48M	0.03%	564
2014 Q4	$12.3M	Sell	541,246 -5,178	-0.9%	-$110K	0.02%	813
2014 Q3	$11.4M	Buy	546,424 +11,538	+2%	+$240K	0.02%	841
2014 Q2	$11.3M	Sell	534,886 -27,913	-5%	-$575K	0.02%	895
2014 Q1	$12.4M	Buy	562,799 +8,514	+2%	+$181K	0.02%	774
2013 Q4	$11.8M	Sell	554,285 -13,653	-2%	-$262K	0.02%	787
2013 Q3	$10.4M	Buy	567,938 +6,471	+1%	+$113K	0.02%	818
2013 Q2	$8.9M	Buy	+561,467	New	+$8.5M	0.02%	828

Other funds holding SF

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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BlackRock Investment Management's SF Position: Q4 2016 in Review

BlackRock Investment Management increased its Stifel (SF) stake by 5.2% in Q4 2016, buying an estimated $1.08M and bringing the position to 1,094,616 shares worth $24.3M. The position accounts for 0.03% of the portfolio, ranked #561.

BlackRock Investment Management first reported a position in SF in Q2 2013 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold SF as of Q4 2016.

BlackRock Investment Management held 1,094,616 shares of Stifel worth $24.3M as of Q4 2016.
BlackRock Investment Management bought 53,964 Stifel shares in Q4 2016, an estimated $1.08M.
Stifel made up 0.03% of BlackRock Investment Management's portfolio in Q4 2016, its #561 holding.
BlackRock Investment Management first reported a position in Stifel in Q2 2013 and has held it in 15 quarters since.
231 funds tracked by Wall St. Rank held Stifel as of Q4 2016.

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