CMBA
SF

C.M. Bidwell & Associates’s Stifel SF Stock Holding History

C.M. Bidwell & Associates’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
2019
Q3 		– Sell
-8,066
Closed -$212K – 475
2019
Q2 		$212K Sell
8,066
-191
-2% -$4.86K 0.21% 123
2019
Q1 		$194K Buy
+8,257
New +$187K 0.19% 131
2017
Q2 		– Sell
-5,827
Closed -$130K – 369
2017
Q1 		$130K Sell
5,827
-4,228
-42% -$97.4K 0.03% 178
2016
Q4 		$223K Buy
+10,055
New +$202K 0.05% 147
2016
Q3 		– Sell
-10,890
Closed -$152K – 319
2016
Q2 		$152K Buy
+10,890
New +$162K 0.04% 182
2014
Q2 		– Sell
-8,561
Closed -$189K – 287
2014
Q1 		$189K Sell
8,561
-12,218
-59% -$259K 0.05% 153
2013
Q4 		$443K Buy
+20,779
New +$399K 0.11% 100

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

C.M. Bidwell & Associates's SF Position: Q3 2019 in Review

C.M. Bidwell & Associates sold out of Stifel (SF) in Q3 2019, closing a stake of 8,066 shares — an estimated $212K sold.

C.M. Bidwell & Associates first reported a position in SF in Q4 2013 and held it in 7 quarters. The position peaked at $443K in Q4 2013. 266 funds tracked by Wall St. Rank hold SF as of Q3 2019.

  • C.M. Bidwell & Associates reported no remaining Stifel position as of Q3 2019 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 8,066 Stifel shares in Q3 2019, an estimated $212K.
  • C.M. Bidwell & Associates first reported a position in Stifel in Q4 2013 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Stifel position peaked at $443K in Q4 2013.
  • 266 funds tracked by Wall St. Rank held Stifel as of Q3 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2019, filed 13 Nov 2019.