FPCP
SF

Fort Point Capital Partners’s Stifel SF Stock Holding History

Fort Point Capital Partners’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
-12,917
Closed -$238K – 145
2018
Q4 		$238K Hold
12,917
– – 0.1% 123
2018
Q3 		$294K Buy
+12,917
New +$311K 0.09% 120
2018
Q2 		– Sell
-17,712
Closed -$466K – 155
2018
Q1 		$466K Buy
+17,712
New +$502K 0.17% 82

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

Fort Point Capital Partners's SF Position: Q1 2019 in Review

Fort Point Capital Partners sold out of Stifel (SF) in Q1 2019, closing a stake of 12,917 shares — an estimated $238K sold.

Fort Point Capital Partners first reported a position in SF in Q1 2018 and held it in 3 quarters. The position peaked at $466K in Q1 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

  • Fort Point Capital Partners reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
  • Fort Point Capital Partners sold 12,917 Stifel shares in Q1 2019, an estimated $238K.
  • Fort Point Capital Partners first reported a position in Stifel in Q1 2018 and held it in 3 quarters.
  • Fort Point Capital Partners's Stifel position peaked at $466K in Q1 2018.
  • 268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on Fort Point Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.