BA
SF

Boston Advisors’s Stifel SF Stock Holding History

Boston Advisors’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
Q3 		– Sell
-39,105
Closed -$908K – 671
2018
Q2 		$908K Sell
39,105
-540
-1% -$14K 0.02% 396
2018
Q1 		$1.04M Sell
39,645
-192,724
-83% -$5.46M 0.03% 360
2017
Q4 		$6.15M Sell
232,369
-8,797
-4% -$215K 0.13% 179
2017
Q3 		$5.73M Sell
241,166
-7,020
-3% -$152K 0.13% 192
2017
Q2 		$5.07M Sell
248,186
-7,335
-3% -$151K 0.12% 211
2017
Q1 		$5.7M Buy
+255,521
New +$5.88M 0.13% 195
2015
Q4 		– Sell
-63,344
Closed -$1.19M – 727
2015
Q3 		$1.19M Buy
+63,344
New +$1.43M 0.04% 350

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

Boston Advisors's SF Position: Q3 2018 in Review

Boston Advisors sold out of Stifel (SF) in Q3 2018, closing a stake of 39,105 shares — an estimated $908K sold.

Boston Advisors first reported a position in SF in Q3 2015 and held it in 7 quarters. The position peaked at $6.15M in Q4 2017. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

  • Boston Advisors reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 39,105 Stifel shares in Q3 2018, an estimated $908K.
  • Boston Advisors first reported a position in Stifel in Q3 2015 and held it in 7 quarters.
  • Boston Advisors's Stifel position peaked at $6.15M in Q4 2017.
  • 270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.