IPC
SF

Independent Portfolio Consultants’s Stifel SF Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.02M Sell
49,939
-6,480
-11% -$133K 0.42% 48
2017
Q1 		$1.26M Buy
56,419
+2,115
+4% +$48.7K 0.43% 51
2016
Q4 		$1.21M Sell
54,304
-1,046
-2% -$21K 0.4% 59
2016
Q3 		$946K Sell
55,350
-236
-0.4% -$3.79K 0.3% 100
2016
Q2 		$777K Buy
55,586
+17,246
+45% +$256K 0.24% 126
2016
Q1 		$504K Buy
38,340
+8,482
+28% +$120K 0.14% 211
2015
Q4 		$562K Sell
29,858
-8,516
-22% -$166K 0.17% 176
2015
Q3 		$718K Buy
38,374
+5,209
+16% +$118K 0.16% 181
2015
Q2 		$851K Buy
33,165
+2,869
+9% +$70.7K 0.17% 177
2015
Q1 		$751K Sell
30,296
-1,159
-4% -$26.8K 0.15% 185
2014
Q4 		$713K Buy
31,455
+16,369
+109% +$346K 0.14% 199
2014
Q3 		$314K Buy
15,086
+1,831
+14% +$38.2K 0.08% 390
2014
Q2 		$279K Buy
13,255
+3,850
+41% +$79.3K 0.08% 390
2014
Q1 		$207K Sell
9,405
-6,413
-41% -$136K 0.07% 438
2013
Q4 		$337K Sell
15,818
-2,542
-14% -$48.8K 0.12% 349
2013
Q3 		$336K Sell
18,360
-23
-0.1% -$402 0.13% 329
2013
Q2 		$291K Buy
+18,383
New +$278K 0.13% 337

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Independent Portfolio Consultants's SF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Stifel (SF) stake by 11% in Q2 2017, selling an estimated $133K and leaving 49,939 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #48.

Independent Portfolio Consultants first reported a position in SF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.26M in Q1 2017. 244 funds tracked by Wall St. Rank hold SF as of Q2 2017.

  • Independent Portfolio Consultants held 49,939 shares of Stifel worth $1.02M as of Q2 2017.
  • Independent Portfolio Consultants sold 6,480 Stifel shares in Q2 2017, an estimated $133K.
  • Stifel made up 0.42% of Independent Portfolio Consultants's portfolio in Q2 2017, its #48 holding.
  • Independent Portfolio Consultants first reported a position in Stifel in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Stifel position peaked at $1.26M in Q1 2017.
  • 244 funds tracked by Wall St. Rank held Stifel as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.