FWIA
SF

Fort Washington Investment Advisors’s Stifel SF Stock Holding History

Fort Washington Investment Advisors’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
-803,632
Closed -$18.3M – 556
2018
Q3 		$18.3M Buy
803,632
+121,794
+18% +$2.93M 0.18% 145
2018
Q2 		$15.8M Buy
681,838
+123,750
+22% +$3.22M 0.16% 168
2018
Q1 		$14.7M Sell
558,088
-93,825
-14% -$2.66M 0.15% 158
2017
Q4 		$17.3M Buy
+651,913
New +$16M 0.17% 121

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Washington Investment Advisors's SF Position: Q4 2018 in Review

Fort Washington Investment Advisors sold out of Stifel (SF) in Q4 2018, closing a stake of 803,632 shares — an estimated $18.3M sold.

Fort Washington Investment Advisors first reported a position in SF in Q4 2017 and held it in 4 quarters. The position peaked at $18.3M in Q3 2018. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • Fort Washington Investment Advisors reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 803,632 Stifel shares in Q4 2018, an estimated $18.3M.
  • Fort Washington Investment Advisors first reported a position in Stifel in Q4 2017 and held it in 4 quarters.
  • Fort Washington Investment Advisors's Stifel position peaked at $18.3M in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.