NYLT
SF

New York Life Trust’s Stifel SF Stock Holding History

New York Life Trust’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
2015
Q4 		– Sell
-1,881
Closed -$35K – 240
2015
Q3 		$35K Buy
1,881
+1,235
+191% +$28K 0.16% 154
2015
Q2 		$17K Buy
+646
New +$15.9K 0.07% 175

Other funds holding SF

Vanguard Group
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

New York Life Trust's SF Position: Q4 2015 in Review

New York Life Trust sold out of Stifel (SF) in Q4 2015, closing a stake of 1,881 shares — an estimated $35K sold.

New York Life Trust first reported a position in SF in Q2 2015 and held it in 2 quarters. The position peaked at $35K in Q3 2015. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

  • New York Life Trust reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
  • New York Life Trust sold 1,881 Stifel shares in Q4 2015, an estimated $35K.
  • New York Life Trust first reported a position in Stifel in Q2 2015 and held it in 2 quarters.
  • New York Life Trust's Stifel position peaked at $35K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on New York Life Trust's 13F filing for Q4 2015, filed 16 Feb 2016.