JIP
SF

Jaffetilchin Investment Partners’s Stifel SF Stock Holding History

Jaffetilchin Investment 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
2018
Q3 		– Sell
-8,647
Closed -$201K – 334
2018
Q2 		$201K Hold
8,647
– – 0.04% 288
2018
Q1 		$228K Buy
+8,647
New +$245K 0.05% 290

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Jaffetilchin Investment Partners's SF Position: Q3 2018 in Review

Jaffetilchin Investment Partners sold out of Stifel (SF) in Q3 2018, closing a stake of 8,647 shares — an estimated $201K sold.

Jaffetilchin Investment Partners first reported a position in SF in Q1 2018 and held it in 2 quarters. The position peaked at $228K in Q1 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

  • Jaffetilchin Investment Partners reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8,647 Stifel shares in Q3 2018, an estimated $201K.
  • Jaffetilchin Investment Partners first reported a position in Stifel in Q1 2018 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Stifel position peaked at $228K in Q1 2018.
  • 270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2018, filed 5 Oct 2018.