Legacy Financial Advisors’s Stifel SF Stock Holding History

Legacy Financial 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 Q2	–	Sell	-221	Closed	-$5K	–	755
2019 Q1	$5K	Buy	+221	New	+$5.01K	﹤0.01%	780

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Legacy Financial Advisors's SF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Stifel (SF) in Q2 2019, closing a stake of 221 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in SF in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 280 funds tracked by Wall St. Rank hold SF as of Q2 2019.

Legacy Financial Advisors reported no remaining Stifel position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 221 Stifel shares in Q2 2019, an estimated $5K.
Legacy Financial Advisors first reported a position in Stifel in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Stifel position peaked at $5K in Q1 2019.
280 funds tracked by Wall St. Rank held Stifel as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.