Errol M. Rudman’s Stifel SF Stock Holding History

Errol M. Rudman’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 Q4	–	Sell	-103,725	Closed	-$2.36M	–	41
2018 Q3	$2.36M	Hold	103,725	–	–	0.88%	35
2018 Q2	$2.41M	Sell	103,725 -18,900	-15%	-$492K	1.12%	30
2018 Q1	$3.23M	Hold	122,625	–	–	1.55%	20
2017 Q4	$3.25M	Hold	122,625	–	–	1.57%	21
2017 Q3	$2.91M	Sell	122,625 -45,000	-27%	-$975K	1.67%	18
2017 Q2	$3.43M	Buy	167,625 +22,500	+16%	+$462K	1.72%	20
2017 Q1	$3.24M	Hold	145,125	–	–	2.09%	19
2016 Q4	$3.22M	Buy	145,125 +112,500	+345%	+$2.26M	2.23%	15
2016 Q3	$558K	Hold	32,625	–	–	0.45%	22
2016 Q2	$456K	Sell	32,625 -55,125	-63%	-$820K	0.44%	19
2016 Q1	$1.15M	Sell	87,750 -8,197	-9%	-$116K	0.78%	25
2015 Q4	$1.81M	Sell	95,947 -1,743	-2%	-$33.9K	0.68%	31
2015 Q3	$1.83M	Hold	97,690	–	–	0.71%	34
2015 Q2	$2.51M	Hold	97,690	–	–	0.85%	34
2015 Q1	$2.42M	Hold	97,690	–	–	0.84%	37
2014 Q4	$2.21M	Sell	97,690 -49,501	-34%	-$1.05M	0.9%	32
2014 Q3	$3.07M	Hold	147,191	–	–	1.54%	25
2014 Q2	$3.1M	Hold	147,191	–	–	1.58%	26
2014 Q1	$3.25M	Hold	147,191	–	–	1.89%	23
2013 Q4	$3.13M	Buy	147,191 +26,816	+22%	+$515K	1.87%	23
2013 Q3	$2.21M	Buy	120,375 +22,500	+23%	+$393K	1.52%	27
2013 Q2	$1.55M	Buy	+97,875	New	+$1.48M	1.27%	27

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Errol M. Rudman's SF Position: Q4 2018 in Review

Errol M. Rudman sold out of Stifel (SF) in Q4 2018, closing a stake of 103,725 shares — an estimated $2.36M sold.

Errol M. Rudman first reported a position in SF in Q2 2013 and held it in 22 quarters. The position peaked at $3.43M in Q2 2017. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

Errol M. Rudman reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
Errol M. Rudman sold 103,725 Stifel shares in Q4 2018, an estimated $2.36M.
Errol M. Rudman first reported a position in Stifel in Q2 2013 and held it in 22 quarters.
Errol M. Rudman's Stifel position peaked at $3.43M in Q2 2017.
258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Errol M. Rudman's 13F filing for Q4 2018, filed 14 Feb 2019.