CIA
SF

CSat Investment Advisory’s Stifel SF Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-571
Closed -$13K – 885
2020
Q3 		$13K Buy
571
+72
+14% +$1.61K ﹤0.01% 993
2020
Q2 		$11K Sell
499
-129
-21% -$2.59K ﹤0.01% 1022
2020
Q1 		$12K Buy
628
+120
+24% +$3.01K ﹤0.01% 868
2019
Q4 		$14K Buy
508
+63
+14% +$1.65K ﹤0.01% 897
2019
Q3 		$11K Buy
445
+62
+16% +$1.56K ﹤0.01% 898
2019
Q2 		$10K Buy
+383
New +$9.75K ﹤0.01% 886

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CSat Investment Advisory's SF Position: Q4 2020 in Review

CSat Investment Advisory sold out of Stifel (SF) in Q4 2020, closing a stake of 571 shares — an estimated $13K sold.

CSat Investment Advisory first reported a position in SF in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

  • CSat Investment Advisory reported no remaining Stifel position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 571 Stifel shares in Q4 2020, an estimated $13K.
  • CSat Investment Advisory first reported a position in Stifel in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Stifel position peaked at $14K in Q4 2019.
  • 296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.