BCM
SF

Buckhead Capital Management’s Stifel SF Stock Holding History

Buckhead Capital 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
2018
Q2 		– Sell
-213,581
Closed -$5.62M – 135
2018
Q1 		$5.62M Hold
213,581
– – 1.24% 26
2017
Q4 		$5.65M Hold
213,581
– – 1.21% 32
2017
Q3 		$5.08M Hold
213,581
– – 1.09% 38
2017
Q2 		$4.37M Hold
213,581
– – 0.79% 54
2017
Q1 		$4.76M Sell
213,581
-1,452
-0.7% -$33.4K 0.88% 47
2016
Q4 		$4.77M Sell
215,033
-3,150
-1% -$63.2K 0.91% 44
2016
Q3 		$3.73M Sell
218,183
-15,525
-7% -$249K 0.71% 54
2016
Q2 		$3.27M Sell
233,708
-10,458
-4% -$156K 0.59% 62
2016
Q1 		$3.21M Buy
+244,166
New +$3.47M 0.6% 69

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

Buckhead Capital Management's SF Position: Q2 2018 in Review

Buckhead Capital Management sold out of Stifel (SF) in Q2 2018, closing a stake of 213,581 shares — an estimated $5.62M sold.

Buckhead Capital Management first reported a position in SF in Q1 2016 and held it in 9 quarters. The position peaked at $5.65M in Q4 2017. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

  • Buckhead Capital Management reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
  • Buckhead Capital Management sold 213,581 Stifel shares in Q2 2018, an estimated $5.62M.
  • Buckhead Capital Management first reported a position in Stifel in Q1 2016 and held it in 9 quarters.
  • Buckhead Capital Management's Stifel position peaked at $5.65M in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Buckhead Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.