C-J Advisory’s Stifel SF Stock Holding History

C-J Advisory’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
2017 Q3	–	Sell	-290	Closed	-$6K	–	138
2017 Q2	$6K	Hold	290	–	–	﹤0.01%	119
2017 Q1	$6K	Hold	290	–	–	﹤0.01%	117
2016 Q4	$6K	Sell	290 -142	-33%	-$2.85K	0.01%	117
2016 Q3	$7K	Buy	+432	New	+$6.94K	0.01%	111

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

C-J Advisory's SF Position: Q3 2017 in Review

C-J Advisory sold out of Stifel (SF) in Q3 2017, closing a stake of 290 shares — an estimated $6K sold.

C-J Advisory first reported a position in SF in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 233 funds tracked by Wall St. Rank hold SF as of Q3 2017.

C-J Advisory reported no remaining Stifel position as of Q3 2017 after selling out during the quarter.
C-J Advisory sold 290 Stifel shares in Q3 2017, an estimated $6K.
C-J Advisory first reported a position in Stifel in Q3 2016 and held it in 4 quarters.
C-J Advisory's Stifel position peaked at $7K in Q3 2016.
233 funds tracked by Wall St. Rank held Stifel as of Q3 2017.

Based on C-J Advisory's 13F filing for Q3 2017, filed 2 May 2019.