DC Investments Management’s Stifel SF Stock Holding History

DC Investments Management’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 Q3	–	Sell	-31,433	Closed	-$730K	–	310
2018 Q2	$730K	Buy	+31,433	New	+$818K	0.46%	25

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

DC Investments Management's SF Position: Q3 2018 in Review

DC Investments Management sold out of Stifel (SF) in Q3 2018, closing a stake of 31,433 shares — an estimated $730K sold.

DC Investments Management first reported a position in SF in Q2 2018 and held it in 1 quarter. The position peaked at $730K in Q2 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

DC Investments Management reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
DC Investments Management sold 31,433 Stifel shares in Q3 2018, an estimated $730K.
DC Investments Management first reported a position in Stifel in Q2 2018 and held it in 1 quarter.
DC Investments Management's Stifel position peaked at $730K in Q2 2018.
270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on DC Investments Management's 13F filing for Q3 2018, filed 9 Nov 2018.