ICRM
SF

Insight Capital Research & Management’s Stifel SF Stock Holding History

Insight Capital Research & Management’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
2013
Q3 		– Sell
-131,166
Closed -$2.08M – 207
2013
Q2 		$2.08M Buy
+131,166
New +$1.99M 0.54% 65

Other funds holding SF

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight Capital Research & Management's SF Position: Q3 2013 in Review

Insight Capital Research & Management sold out of Stifel (SF) in Q3 2013, closing a stake of 131,166 shares — an estimated $2.08M sold.

Insight Capital Research & Management first reported a position in SF in Q2 2013 and held it in 1 quarter. The position peaked at $2.08M in Q2 2013. 184 funds tracked by Wall St. Rank hold SF as of Q3 2013.

  • Insight Capital Research & Management reported no remaining Stifel position as of Q3 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 131,166 Stifel shares in Q3 2013, an estimated $2.08M.
  • Insight Capital Research & Management first reported a position in Stifel in Q2 2013 and held it in 1 quarter.
  • Insight Capital Research & Management's Stifel position peaked at $2.08M in Q2 2013.
  • 184 funds tracked by Wall St. Rank held Stifel as of Q3 2013.

Based on Insight Capital Research & Management's 13F filing for Q3 2013, filed 13 Nov 2013.