Intellectus Partners’s Stifel SF Stock Holding History

Intellectus Partners’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 Q2	–	Sell	-1,514	Closed	-$16K	–	362
2019 Q1	$16K	Buy	+1,514	New	+$34.3K	0.01%	325

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Intellectus Partners's SF Position: Q2 2019 in Review

Intellectus Partners sold out of Stifel (SF) in Q2 2019, closing a stake of 1,514 shares — an estimated $16K sold.

Intellectus Partners first reported a position in SF in Q1 2019 and held it in 1 quarter. The position peaked at $16K in Q1 2019. 280 funds tracked by Wall St. Rank hold SF as of Q2 2019.

Intellectus Partners reported no remaining Stifel position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 1,514 Stifel shares in Q2 2019, an estimated $16K.
Intellectus Partners first reported a position in Stifel in Q1 2019 and held it in 1 quarter.
Intellectus Partners's Stifel position peaked at $16K in Q1 2019.
280 funds tracked by Wall St. Rank held Stifel as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.