M
SF

MOTCO’s Stifel SF Stock Holding History

MOTCO’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
Q3 		– Sell
-814
Closed -$21K – 712
2019
Q2 		$21K Buy
+814
New +$20.7K ﹤0.01% 483

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MOTCO's SF Position: Q3 2019 in Review

MOTCO sold out of Stifel (SF) in Q3 2019, closing a stake of 814 shares — an estimated $21K sold.

MOTCO first reported a position in SF in Q2 2019 and held it in 1 quarter. The position peaked at $21K in Q2 2019. 266 funds tracked by Wall St. Rank hold SF as of Q3 2019.

  • MOTCO reported no remaining Stifel position as of Q3 2019 after selling out during the quarter.
  • MOTCO sold 814 Stifel shares in Q3 2019, an estimated $21K.
  • MOTCO first reported a position in Stifel in Q2 2019 and held it in 1 quarter.
  • MOTCO's Stifel position peaked at $21K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held Stifel as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.