IFAM
SF

Institutional & Family Asset Management’s Stifel SF Stock Holding History

Institutional & Family Asset 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
2019
Q3 		– Sell
-45
Closed -$1K – 879
2019
Q2 		$1K Hold
45
– – ﹤0.01% 816
2019
Q1 		$1K Hold
45
– – ﹤0.01% 807
2018
Q4 		$1K Hold
45
– – ﹤0.01% 785
2018
Q3 		$1K Hold
45
– – ﹤0.01% 817
2018
Q2 		$1K Hold
45
– – ﹤0.01% 810
2018
Q1 		$1K Buy
+45
New +$1.27K ﹤0.01% 805

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's SF Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Stifel (SF) in Q3 2019, closing a stake of 45 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in SF in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 266 funds tracked by Wall St. Rank hold SF as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining Stifel position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 45 Stifel shares in Q3 2019, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Stifel in Q1 2018 and held it in 6 quarters.
  • Institutional & Family Asset Management's Stifel position peaked at $1K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held Stifel as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.