Miles Capital’s Stifel SF Stock Holding History

Miles Capital’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
2016 Q3	–	Sell	-16,423	Closed	-$230K	–	199
2016 Q2	$230K	Buy	+16,423	New	+$244K	0.16%	164

Other funds holding SF

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Miles Capital's SF Position: Q3 2016 in Review

Miles Capital sold out of Stifel (SF) in Q3 2016, closing a stake of 16,423 shares — an estimated $230K sold.

Miles Capital first reported a position in SF in Q2 2016 and held it in 1 quarter. The position peaked at $230K in Q2 2016. 223 funds tracked by Wall St. Rank hold SF as of Q3 2016.

Miles Capital reported no remaining Stifel position as of Q3 2016 after selling out during the quarter.
Miles Capital sold 16,423 Stifel shares in Q3 2016, an estimated $230K.
Miles Capital first reported a position in Stifel in Q2 2016 and held it in 1 quarter.
Miles Capital's Stifel position peaked at $230K in Q2 2016.
223 funds tracked by Wall St. Rank held Stifel as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.