Howe & Rusling’s Stifel SF Stock Holding History

Howe & Rusling’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	-124	Closed	-$3K	–	921
2018 Q1	$3K	Hold	124	–	–	﹤0.01%	717
2017 Q4	$3K	Hold	124	–	–	﹤0.01%	648
2017 Q3	$3K	Hold	124	–	–	﹤0.01%	682
2017 Q2	$3K	Hold	124	–	–	﹤0.01%	737
2017 Q1	$3K	Hold	124	–	–	﹤0.01%	767
2016 Q4	$3K	Hold	124	–	–	﹤0.01%	802
2016 Q3	$2K	Hold	124	–	–	﹤0.01%	882
2016 Q2	$2K	Hold	124	–	–	﹤0.01%	842
2016 Q1	$2K	Buy	+124	New	+$1.76K	﹤0.01%	875

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

Howe & Rusling's SF Position: Q2 2018 in Review

Howe & Rusling sold out of Stifel (SF) in Q2 2018, closing a stake of 124 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SF in Q1 2016 and held it in 9 quarters. The position peaked at $3K in Q1 2018. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

Howe & Rusling reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 124 Stifel shares in Q2 2018, an estimated $3K.
Howe & Rusling first reported a position in Stifel in Q1 2016 and held it in 9 quarters.
Howe & Rusling's Stifel position peaked at $3K in Q1 2018.
283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.