PI
SF

Placemark Investments’s Stifel SF Stock Holding History

Placemark 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
2014
Q4 		$568K Buy
24,982
+1,739
+7% +$36.8K 0.01% 1116
2014
Q3 		$485K Buy
23,243
+943
+4% +$19.7K 0.01% 1180
2014
Q2 		$469K Sell
22,300
-601
-3% -$12.4K 0.01% 1193
2014
Q1 		$505K Sell
22,901
-19,671
-46% -$418K 0.01% 1116
2013
Q4 		$908K Buy
42,572
+16,890
+66% +$324K 0.01% 897
2013
Q3 		$471K Buy
25,682
+11,968
+87% +$209K 0.01% 1121
2013
Q2 		$216K Buy
+13,714
New +$208K ﹤0.01% 1420

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Placemark Investments's SF Position: Q4 2014 in Review

Placemark Investments increased its Stifel (SF) stake by 7.5% in Q4 2014, buying an estimated $36.8K and bringing the position to 24,982 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1116.

Placemark Investments first reported a position in SF in Q2 2013 and has held it in 7 quarters since. The position peaked at $908K in Q4 2013. 221 funds tracked by Wall St. Rank hold SF as of Q4 2014.

  • Placemark Investments held 24,982 shares of Stifel worth $568K as of Q4 2014.
  • Placemark Investments bought 1,739 Stifel shares in Q4 2014, an estimated $36.8K.
  • Stifel made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1116 holding.
  • Placemark Investments first reported a position in Stifel in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Stifel position peaked at $908K in Q4 2013.
  • 221 funds tracked by Wall St. Rank held Stifel as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.