ECM
SF

ETrade Capital Management’s Stifel SF Stock Holding History

ETrade Capital 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
2019
Q1 		– Sell
-53,876
Closed -$992K – 846
2018
Q4 		$992K Sell
53,876
-718
-1% -$14.9K 0.03% 300
2018
Q3 		$1.24M Buy
54,594
+8,433
+18% +$203K 0.04% 305
2018
Q2 		$1.07M Buy
46,161
+311
+0.7% +$8.09K 0.03% 335
2018
Q1 		$1.21M Sell
45,850
-25,119
-35% -$712K 0.04% 290
2017
Q4 		$1.88M Buy
70,969
+4,830
+7% +$118K 0.06% 187
2017
Q3 		$1.57M Buy
66,139
+21,546
+48% +$467K 0.06% 197
2017
Q2 		$911K Buy
44,593
+331
+0.7% +$6.79K 0.04% 295
2017
Q1 		$987K Buy
+44,262
New +$1.02M 0.04% 259

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ETrade Capital Management's SF Position: Q1 2019 in Review

ETrade Capital Management sold out of Stifel (SF) in Q1 2019, closing a stake of 53,876 shares — an estimated $992K sold.

ETrade Capital Management first reported a position in SF in Q1 2017 and held it in 8 quarters. The position peaked at $1.88M in Q4 2017. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

  • ETrade Capital Management reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
  • ETrade Capital Management sold 53,876 Stifel shares in Q1 2019, an estimated $992K.
  • ETrade Capital Management first reported a position in Stifel in Q1 2017 and held it in 8 quarters.
  • ETrade Capital Management's Stifel position peaked at $1.88M in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on ETrade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.