MNBTD
SF

Moody National Bank Trust Division’s Stifel SF Stock Holding History

Moody National Bank Trust Division’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
-257
Closed -$5K – 1361
2018
Q4 		$5K Buy
+257
New +$5.33K ﹤0.01% 831

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Moody National Bank Trust Division's SF Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of Stifel (SF) in Q1 2019, closing a stake of 257 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in SF in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 257 Stifel shares in Q1 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in Stifel in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's Stifel position peaked at $5K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.