NFA
SF

Nationwide Fund Advisors’s Stifel SF Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-364,149
Closed -$8.65M – 1734
2017
Q3 		$8.65M Sell
364,149
-3,548
-1% -$76.8K 0.03% 741
2017
Q2 		$7.51M Buy
367,697
+6,907
+2% +$142K 0.03% 797
2017
Q1 		$8.05M Buy
360,790
+18,970
+6% +$437K 0.03% 759
2016
Q4 		$7.59M Sell
341,820
-4,838
-1% -$97.1K 0.03% 789
2016
Q3 		$5.92M Sell
346,658
-2,099
-0.6% -$33.7K 0.02% 877
2016
Q2 		$4.88M Sell
348,757
-7,933
-2% -$118K 0.02% 953
2016
Q1 		$4.71M Sell
356,690
-32,661
-8% -$464K 0.02% 965
2015
Q4 		$7.33M Buy
389,351
+2,778
+0.7% +$54K 0.03% 725
2015
Q3 		$7.23M Buy
386,573
+4,203
+1% +$95.2K 0.03% 709
2015
Q2 		$9.81M Buy
382,370
+30,092
+9% +$742K 0.04% 572
2015
Q1 		$8.73M Buy
352,278
+240,142
+214% +$5.55M 0.04% 680
2014
Q4 		$2.54M Sell
112,136
-1,482
-1% -$31.4K 0.01% 1289
2014
Q3 		$2.37M Buy
113,618
+753
+0.7% +$15.7K 0.01% 1351
2014
Q2 		$2.38M Buy
112,865
+2,358
+2% +$48.6K 0.01% 1388
2014
Q1 		$2.44M Sell
110,507
-150
-0.1% -$3.19K 0.01% 1246
2013
Q4 		$2.36M Sell
110,657
-3,177
-3% -$61K 0.01% 1369
2013
Q3 		$2.08M Buy
113,834
+7,708
+7% +$135K 0.01% 1395
2013
Q2 		$1.68M Buy
+106,126
New +$1.61M 0.01% 1397

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nationwide Fund Advisors's SF Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Stifel (SF) in Q4 2017, closing a stake of 364,149 shares — an estimated $8.65M sold.

Nationwide Fund Advisors first reported a position in SF in Q2 2013 and held it in 18 quarters. The position peaked at $9.81M in Q2 2015. 278 funds tracked by Wall St. Rank hold SF as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Stifel position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 364,149 Stifel shares in Q4 2017, an estimated $8.65M.
  • Nationwide Fund Advisors first reported a position in Stifel in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Stifel position peaked at $9.81M in Q2 2015.
  • 278 funds tracked by Wall St. Rank held Stifel as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.