Legacy Advisors’s Stifel SF Stock Holding History

Legacy 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
2018 Q1	–	Sell	-151	Closed	-$3K	–	452
2017 Q4	$3K	Buy	+151	New	+$3.69K	﹤0.01%	319

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Legacy Advisors's SF Position: Q1 2018 in Review

Legacy Advisors sold out of Stifel (SF) in Q1 2018, closing a stake of 151 shares — an estimated $3K sold.

Legacy Advisors first reported a position in SF in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 288 funds tracked by Wall St. Rank hold SF as of Q1 2018.

Legacy Advisors reported no remaining Stifel position as of Q1 2018 after selling out during the quarter.
Legacy Advisors sold 151 Stifel shares in Q1 2018, an estimated $3K.
Legacy Advisors first reported a position in Stifel in Q4 2017 and held it in 1 quarter.
Legacy Advisors's Stifel position peaked at $3K in Q4 2017.
288 funds tracked by Wall St. Rank held Stifel as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.