CAW
SF

Cornerstone Advisors (Washington)’s Stifel SF Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$7K Hold
333
– – ﹤0.01% 475
2020
Q2 		$7K Buy
333
+301
+941% +$6.05K ﹤0.01% 474
2020
Q1 		$1K Buy
+32
New +$802 ﹤0.01% 704
2019
Q3 		– Sell
-104
Closed -$3K – 1271
2019
Q2 		$3K Buy
+104
New +$2.65K ﹤0.01% 1055
2018
Q3 		– Sell
-27
Closed -$1K – 1249
2018
Q2 		$1K Sell
27
-9
-25% -$234 ﹤0.01% 1088
2018
Q1 		$1K Buy
+36
New +$1.02K ﹤0.01% 1068

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SF Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Stifel (SF) position steady in Q3 2020 at 333 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Cornerstone Advisors (Washington) first reported a position in SF in Q1 2018 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

  • Cornerstone Advisors (Washington) held 333 shares of Stifel worth $7K as of Q3 2020.
  • Cornerstone Advisors (Washington) left its Stifel share count unchanged in Q3 2020.
  • Stifel made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #475 holding.
  • Cornerstone Advisors (Washington) first reported a position in Stifel in Q1 2018 and has held it in 6 quarters since.
  • 277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.