JOYN Advisors’s Stifel SF Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-580	Closed	-$11K	–	1169
2018 Q4	$11K	Buy	580 +40	+7%	+$829	﹤0.01%	941
2018 Q3	$12K	Buy	540 +241	+81%	+$5.8K	﹤0.01%	884
2018 Q2	$7K	Buy	299 +164	+121%	+$4.27K	﹤0.01%	1037
2018 Q1	$4K	Buy	+135	New	+$3.83K	﹤0.01%	920

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JOYN Advisors's SF Position: Q1 2019 in Review

JOYN Advisors sold out of Stifel (SF) in Q1 2019, closing a stake of 580 shares — an estimated $11K sold.

JOYN Advisors first reported a position in SF in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

JOYN Advisors reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 580 Stifel shares in Q1 2019, an estimated $11K.
JOYN Advisors first reported a position in Stifel in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Stifel position peaked at $12K in Q3 2018.
268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.