CAI
SF

Capital Advisors Inc’s Stifel SF Stock Holding History

Capital Advisors Inc’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
-9,902
Closed -$261K – 189
2018
Q1 		$261K Hold
9,902
– – 0.02% 160
2017
Q4 		$262K Hold
9,902
– – 0.02% 172
2017
Q3 		$235K Hold
9,902
– – 0.01% 175
2017
Q2 		$202K Buy
+9,902
New +$203K 0.01% 183
2017
Q1 		– Sell
-9,902
Closed -$220K – 202
2016
Q4 		$220K Buy
+9,902
New +$199K 0.02% 165

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

Capital Advisors Inc's SF Position: Q2 2018 in Review

Capital Advisors Inc sold out of Stifel (SF) in Q2 2018, closing a stake of 9,902 shares — an estimated $261K sold.

Capital Advisors Inc first reported a position in SF in Q4 2016 and held it in 5 quarters. The position peaked at $262K in Q4 2017. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

  • Capital Advisors Inc reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
  • Capital Advisors Inc sold 9,902 Stifel shares in Q2 2018, an estimated $261K.
  • Capital Advisors Inc first reported a position in Stifel in Q4 2016 and held it in 5 quarters.
  • Capital Advisors Inc's Stifel position peaked at $262K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Capital Advisors Inc's 13F filing for Q2 2018, filed 6 Aug 2018.