GCA
SF

Greenwood Capital Associates’s Stifel SF Stock Holding History

Greenwood Capital Associates’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
Q2 		– Sell
-21,418
Closed -$564K – 224
2018
Q1 		$564K Buy
21,418
+12,468
+139% +$353K 0.14% 98
2017
Q4 		$237K Sell
8,950
-783
-8% -$19.2K 0.06% 181
2017
Q3 		$231K Sell
9,733
-397
-4% -$8.6K 0.06% 167
2017
Q2 		$207K Buy
10,130
+291
+3% +$5.97K 0.05% 189
2017
Q1 		$219K Buy
+9,839
New +$227K 0.06% 177

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Greenwood Capital Associates's SF Position: Q2 2018 in Review

Greenwood Capital Associates sold out of Stifel (SF) in Q2 2018, closing a stake of 21,418 shares — an estimated $564K sold.

Greenwood Capital Associates first reported a position in SF in Q1 2017 and held it in 5 quarters. The position peaked at $564K in Q1 2018. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

  • Greenwood Capital Associates reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 21,418 Stifel shares in Q2 2018, an estimated $564K.
  • Greenwood Capital Associates first reported a position in Stifel in Q1 2017 and held it in 5 quarters.
  • Greenwood Capital Associates's Stifel position peaked at $564K in Q1 2018.
  • 283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Greenwood Capital Associates's 13F filing for Q2 2018, filed 7 Aug 2018.