JFS Wealth Advisors’s Steelcase SCS Stock Holding History

JFS Wealth Advisors’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-199	Closed	-$3K	–	488
2016 Q3	$3K	Hold	199	–	–	﹤0.01%	446
2016 Q2	$3K	Hold	199	–	–	﹤0.01%	462
2016 Q1	$3K	Hold	199	–	–	﹤0.01%	492
2015 Q4	$3K	Hold	199	–	–	﹤0.01%	492
2015 Q3	$4K	Hold	199	–	–	﹤0.01%	409
2015 Q2	$4K	Hold	199	–	–	﹤0.01%	424
2015 Q1	$4K	Hold	199	–	–	﹤0.01%	429
2014 Q4	$4K	Hold	199	–	–	﹤0.01%	446
2014 Q3	$3K	Hold	199	–	–	﹤0.01%	415
2014 Q2	$3K	Buy	+199	New	+$3.28K	﹤0.01%	412
2013 Q4	–	Sell	-28,893	Closed	-$480K	–	138
2013 Q3	$480K	Buy	28,893 +5,520	+24%	+$84.3K	0.22%	64
2013 Q2	$341K	Buy	+23,373	New	+$316K	0.17%	80

Other funds holding SCS

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

JFS Wealth Advisors's SCS Position: Q4 2016 in Review

JFS Wealth Advisors sold out of Steelcase (SCS) in Q4 2016, closing a stake of 199 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in SCS in Q2 2013 and held it in 12 quarters. The position peaked at $480K in Q3 2013. 201 funds tracked by Wall St. Rank hold SCS as of Q4 2016.

JFS Wealth Advisors reported no remaining Steelcase position as of Q4 2016 after selling out during the quarter.
JFS Wealth Advisors sold 199 Steelcase shares in Q4 2016, an estimated $3K.
JFS Wealth Advisors first reported a position in Steelcase in Q2 2013 and held it in 12 quarters.
JFS Wealth Advisors's Steelcase position peaked at $480K in Q3 2013.
201 funds tracked by Wall St. Rank held Steelcase as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.