Cobiz Wealth’s Stifel Financial Corp. SF.PRA Stock Holding History

Cobiz Wealth’s Portfolio SF.PRA Stock Details SF.PRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$3.02M	Buy	116,365 +200	+0.2%	+$5.26K	0.6%	52
2019 Q1	$3.09M	Sell	116,165 -1,000	-0.9%	-$25.4K	0.6%	51
2018 Q4	$2.85M	Hold	117,165	–	–	0.63%	48
2018 Q3	$2.96M	Buy	117,165 +4,275	+4%	+$111K	0.57%	53
2018 Q2	$2.93M	Buy	112,890 +1,744	+2%	+$45.6K	0.6%	53
2018 Q1	$2.97M	Buy	111,146 +6,876	+7%	+$181K	0.63%	54
2017 Q4	$2.82M	Hold	104,270	–	–	0.59%	55
2017 Q3	$2.8M	Buy	104,270 +1,000	+1%	+$26.9K	0.61%	55
2017 Q2	$2.75M	Buy	103,270 +3,400	+3%	+$89.7K	0.61%	56
2017 Q1	$2.59M	Buy	99,870 +500	+0.5%	+$12.9K	0.58%	60
2016 Q4	$2.47M	Sell	99,370 -2,000	-2%	-$52.2K	0.58%	59
2016 Q3	$2.82M	Buy	+101,370	New	+$2.72M	0.68%	58

Cobiz Wealth's SF.PRA Position: Q2 2019 in Review

Cobiz Wealth increased its Stifel Financial Corp. (SF.PRA) stake by 0.17% in Q2 2019, buying an estimated $5.26K and bringing the position to 116,365 shares worth $3.02M. The position accounts for 0.6% of the portfolio, ranked #52.

Cobiz Wealth first reported a position in SF.PRA in Q3 2016 and has held it in 12 quarters since. The position peaked at $3.09M in Q1 2019. 1 fund tracked by Wall St. Rank holds SF.PRA as of Q2 2019.

Cobiz Wealth held 116,365 shares of Stifel Financial Corp. worth $3.02M as of Q2 2019.
Cobiz Wealth bought 200 Stifel Financial Corp. shares in Q2 2019, an estimated $5.26K.
Stifel Financial Corp. made up 0.6% of Cobiz Wealth's portfolio in Q2 2019, its #52 holding.
Cobiz Wealth first reported a position in Stifel Financial Corp. in Q3 2016 and has held it in 12 quarters since.
Cobiz Wealth's Stifel Financial Corp. position peaked at $3.09M in Q1 2019.
1 fund tracked by Wall St. Rank held Stifel Financial Corp. as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.