PIA
SF

Piedmont Investment Advisors’s Stifel SF Stock Holding History

Piedmont Investment 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
2020
Q2 		– Sell
-14,252
Closed -$261K – 578
2020
Q1 		$261K Buy
14,252
+16
+0.1% +$401 0.01% 651
2019
Q4 		$384K Sell
14,236
-2,394
-14% -$62.6K 0.01% 640
2019
Q3 		$424K Sell
16,630
-3,836
-19% -$96.4K 0.02% 593
2019
Q2 		$537K Buy
20,466
+11,158
+120% +$284K 0.02% 520
2019
Q1 		$218K Buy
+9,308
New +$211K 0.01% 1023
2018
Q3 		– Sell
-2,889
Closed -$67K – 2057
2018
Q2 		$67K Buy
+2,889
New +$75.2K ﹤0.01% 1195

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Piedmont Investment Advisors's SF Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Stifel (SF) in Q2 2020, closing a stake of 14,252 shares — an estimated $261K sold.

Piedmont Investment Advisors first reported a position in SF in Q2 2018 and held it in 6 quarters. The position peaked at $537K in Q2 2019. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 14,252 Stifel shares in Q2 2020, an estimated $261K.
  • Piedmont Investment Advisors first reported a position in Stifel in Q2 2018 and held it in 6 quarters.
  • Piedmont Investment Advisors's Stifel position peaked at $537K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.