MSI Financial Services’s Stifel SF Stock Holding History

MSI Financial Services’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 Q4	–	Sell	-101	Closed	-$2K	–	3982
2016 Q3	$2K	Buy	+101	New	+$1.62K	﹤0.01%	3529

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 $1.02T AUM 30.18% 1-Year Est. Return

EAM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

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

MSI Financial Services's SF Position: Q4 2016 in Review

MSI Financial Services sold out of Stifel (SF) in Q4 2016, closing a stake of 101 shares — an estimated $2K sold.

MSI Financial Services first reported a position in SF in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 232 funds tracked by Wall St. Rank hold SF as of Q4 2016.

MSI Financial Services reported no remaining Stifel position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 101 Stifel shares in Q4 2016, an estimated $2K.
MSI Financial Services first reported a position in Stifel in Q3 2016 and held it in 1 quarter.
MSI Financial Services's Stifel position peaked at $2K in Q3 2016.
232 funds tracked by Wall St. Rank held Stifel as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.