FL
SF

Fort LP’s Stifel SF Stock Holding History

Fort LP’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
Q4 		– Sell
-592
Closed -$15K – 498
2019
Q3 		$15K Buy
+592
New +$14.9K ﹤0.01% 411

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fort LP's SF Position: Q4 2019 in Review

Fort LP sold out of Stifel (SF) in Q4 2019, closing a stake of 592 shares — an estimated $15K sold.

Fort LP first reported a position in SF in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • Fort LP reported no remaining Stifel position as of Q4 2019 after selling out during the quarter.
  • Fort LP sold 592 Stifel shares in Q4 2019, an estimated $15K.
  • Fort LP first reported a position in Stifel in Q3 2019 and held it in 1 quarter.
  • Fort LP's Stifel position peaked at $15K in Q3 2019.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

Based on Fort LP's 13F filing for Q4 2019, filed 13 Feb 2020.