Oakbrook Investments’s Stifel SF Stock Holding History

Oakbrook Investments’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	-10,125	Closed	-$241K	–	612
2017 Q3	$241K	Buy	+10,125	New	+$219K	0.02%	511

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Oakbrook Investments's SF Position: Q4 2017 in Review

Oakbrook Investments sold out of Stifel (SF) in Q4 2017, closing a stake of 10,125 shares — an estimated $241K sold.

Oakbrook Investments first reported a position in SF in Q3 2017 and held it in 1 quarter. The position peaked at $241K in Q3 2017. 278 funds tracked by Wall St. Rank hold SF as of Q4 2017.

Oakbrook Investments reported no remaining Stifel position as of Q4 2017 after selling out during the quarter.
Oakbrook Investments sold 10,125 Stifel shares in Q4 2017, an estimated $241K.
Oakbrook Investments first reported a position in Stifel in Q3 2017 and held it in 1 quarter.
Oakbrook Investments's Stifel position peaked at $241K in Q3 2017.
278 funds tracked by Wall St. Rank held Stifel as of Q4 2017.

Based on Oakbrook Investments's 13F filing for Q4 2017, filed 18 Jan 2018.