PCM
SF

Penserra Capital Management’s Stifel SF Stock Holding History

Penserra Capital Management’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
Q4 		– Sell
-10,105
Closed -$257K – 980
2019
Q3 		$257K Buy
+10,105
New +$254K 0.02% 384
2018
Q4 		– Sell
-2,025
Closed -$46K – 761
2018
Q3 		$46K Buy
2,025
+135
+7% +$3.25K ﹤0.01% 587
2018
Q2 		$43K Buy
1,890
+594
+46% +$15.5K ﹤0.01% 507
2018
Q1 		$34K Buy
1,296
+369
+40% +$10.5K ﹤0.01% 451
2017
Q4 		$24K Buy
+927
New +$22.7K ﹤0.01% 357

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Penserra Capital Management's SF Position: Q4 2019 in Review

Penserra Capital Management sold out of Stifel (SF) in Q4 2019, closing a stake of 10,105 shares — an estimated $257K sold.

Penserra Capital Management first reported a position in SF in Q4 2017 and held it in 5 quarters. The position peaked at $257K in Q3 2019. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • Penserra Capital Management reported no remaining Stifel position as of Q4 2019 after selling out during the quarter.
  • Penserra Capital Management sold 10,105 Stifel shares in Q4 2019, an estimated $257K.
  • Penserra Capital Management first reported a position in Stifel in Q4 2017 and held it in 5 quarters.
  • Penserra Capital Management's Stifel position peaked at $257K in Q3 2019.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

Based on Penserra Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.