JIC
SF

Joel Isaacson & Co’s Stifel SF Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-142
Closed -$3K – 468
2016
Q4 		$3K Hold
142
– – ﹤0.01% 592
2016
Q3 		$2K Hold
142
– – ﹤0.01% 679
2016
Q2 		$2K Sell
142
-4,686
-97% -$69.7K ﹤0.01% 678
2016
Q1 		$64K Buy
4,828
+2,285
+90% +$32.5K 0.01% 306
2015
Q4 		$48K Hold
2,543
– – 0.01% 332
2015
Q3 		$48K Buy
2,543
+2,401
+1,691% +$54.4K 0.01% 346
2015
Q2 		$4K Hold
142
– – ﹤0.01% 671
2015
Q1 		$4K Hold
142
– – ﹤0.01% 624
2014
Q4 		$3K Hold
142
– – ﹤0.01% 568
2014
Q3 		$3K Buy
+142
New +$2.96K ﹤0.01% 559
2013
Q4 		– Sell
-11,635
Closed -$213K – 519
2013
Q3 		$213K Buy
+11,635
New +$203K 0.09% 97

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Joel Isaacson & Co's SF Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Stifel (SF) in Q1 2017, closing a stake of 142 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in SF in Q3 2013 and held it in 11 quarters. The position peaked at $213K in Q3 2013. 257 funds tracked by Wall St. Rank hold SF as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Stifel position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 142 Stifel shares in Q1 2017, an estimated $3K.
  • Joel Isaacson & Co first reported a position in Stifel in Q3 2013 and held it in 11 quarters.
  • Joel Isaacson & Co's Stifel position peaked at $213K in Q3 2013.
  • 257 funds tracked by Wall St. Rank held Stifel as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.