KIG
SF

Kessler Investment Group’s Stifel SF Stock Holding History

Kessler Investment Group’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
2014
Q1 		– Sell
-5,713
Closed -$122K – 108
2013
Q4 		$122K Buy
+5,713
New +$110K 0.23% 57
2013
Q3 		– Sell
-4,077
Closed -$65K – 178
2013
Q2 		$65K Buy
+4,077
New +$61.7K 0.19% 53

Other funds holding SF

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kessler Investment Group's SF Position: Q1 2014 in Review

Kessler Investment Group sold out of Stifel (SF) in Q1 2014, closing a stake of 5,713 shares — an estimated $122K sold.

Kessler Investment Group first reported a position in SF in Q2 2013 and held it in 2 quarters. The position peaked at $122K in Q4 2013. 212 funds tracked by Wall St. Rank hold SF as of Q1 2014.

  • Kessler Investment Group reported no remaining Stifel position as of Q1 2014 after selling out during the quarter.
  • Kessler Investment Group sold 5,713 Stifel shares in Q1 2014, an estimated $122K.
  • Kessler Investment Group first reported a position in Stifel in Q2 2013 and held it in 2 quarters.
  • Kessler Investment Group's Stifel position peaked at $122K in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Stifel as of Q1 2014.

Based on Kessler Investment Group's 13F filing for Q1 2014, filed 10 Apr 2014.