Globeflex Capital’s Stifel SF Stock Holding History

Globeflex Capital’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
2020 Q2	–	Sell	-104	Closed	-$2K	–	600
2020 Q1	$2K	Hold	104	–	–	﹤0.01%	482
2019 Q4	$3K	Hold	104	–	–	﹤0.01%	469
2019 Q3	$3K	Hold	104	–	–	﹤0.01%	454
2019 Q2	$3K	Sell	104 -58	-36%	-$1.48K	﹤0.01%	447
2019 Q1	$4K	Hold	162	–	–	﹤0.01%	416
2018 Q4	$3K	Sell	162 -7,558	-98%	-$157K	﹤0.01%	416
2018 Q3	$176K	Hold	7,720	–	–	0.03%	403
2018 Q2	$179K	Sell	7,720 -2,437	-24%	-$63.4K	0.04%	390
2018 Q1	$267K	Sell	10,157 -25,141	-71%	-$712K	0.06%	367
2017 Q4	$934K	Hold	35,298	–	–	0.26%	149
2017 Q3	$839K	Buy	+35,298	New	+$765K	0.24%	161

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Globeflex Capital's SF Position: Q2 2020 in Review

Globeflex Capital sold out of Stifel (SF) in Q2 2020, closing a stake of 104 shares — an estimated $2K sold.

Globeflex Capital first reported a position in SF in Q3 2017 and held it in 11 quarters. The position peaked at $934K in Q4 2017. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

Globeflex Capital reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
Globeflex Capital sold 104 Stifel shares in Q2 2020, an estimated $2K.
Globeflex Capital first reported a position in Stifel in Q3 2017 and held it in 11 quarters.
Globeflex Capital's Stifel position peaked at $934K in Q4 2017.
271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on Globeflex Capital's 13F filing for Q2 2020, filed 12 Aug 2020.