CCA
SF

Checchi Capital Advisers’s Stifel SF Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-171
Closed -$2K – 1058
2016
Q2 		$2K Sell
171
-1,098
-87% -$16.3K ﹤0.01% 1518
2016
Q1 		$17K Buy
+1,269
New +$18K ﹤0.01% 1196

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Checchi Capital Advisers's SF Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Stifel (SF) in Q3 2016, closing a stake of 171 shares — an estimated $2K sold.

Checchi Capital Advisers first reported a position in SF in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2016. 221 funds tracked by Wall St. Rank hold SF as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Stifel position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 171 Stifel shares in Q3 2016, an estimated $2K.
  • Checchi Capital Advisers first reported a position in Stifel in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Stifel position peaked at $17K in Q1 2016.
  • 221 funds tracked by Wall St. Rank held Stifel as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.