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SF

Neuburgh Advisers’s Stifel SF Stock Holding History

Neuburgh Advisers’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 		$724K Hold
28,382
– – 0.02% 383
2019
Q2 		$745K Hold
28,382
– – 0.02% 375
2019
Q1 		$665K Hold
28,382
– – 0.02% 384
2018
Q4 		$523K Hold
28,382
– – 0.02% 402
2018
Q3 		$647K Buy
28,382
+5,661
+25% +$136K 0.02% 397
2018
Q2 		$528K Hold
22,721
– – 0.02% 408
2018
Q1 		$598K Hold
22,721
– – 0.02% 370
2017
Q4 		$601K Buy
22,721
+3,978
+21% +$97.3K 0.02% 384
2017
Q3 		$445K Buy
18,743
+2,448
+15% +$53K 0.02% 418
2017
Q2 		$333K Buy
16,295
+7,574
+87% +$155K 0.01% 471
2017
Q1 		$195K Sell
8,721
-382
-4% -$8.8K 0.01% 504
2016
Q4 		$202K Buy
+9,103
New +$183K 0.01% 467

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

Neuburgh Advisers's SF Position: Q3 2019 in Review

Neuburgh Advisers held its Stifel (SF) position steady in Q3 2019 at 28,382 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #383.

Neuburgh Advisers first reported a position in SF in Q4 2016 and has held it in 12 quarters since. The position peaked at $745K in Q2 2019. 266 funds tracked by Wall St. Rank hold SF as of Q3 2019.

  • Neuburgh Advisers held 28,382 shares of Stifel worth $724K as of Q3 2019.
  • Neuburgh Advisers left its Stifel share count unchanged in Q3 2019.
  • Stifel made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #383 holding.
  • Neuburgh Advisers first reported a position in Stifel in Q4 2016 and has held it in 12 quarters since.
  • Neuburgh Advisers's Stifel position peaked at $745K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held Stifel as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.