Princeton Alpha Management’s Stifel SF Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-17,386	Closed	-$388K	–	320
2017 Q1	$388K	Buy	+17,386	New	+$400K	0.13%	274
2016 Q4	–	Sell	-19,076	Closed	-$326K	–	848
2016 Q3	$326K	Buy	+19,076	New	+$306K	0.06%	467
2016 Q1	–	Sell	-25,736	Closed	-$485K	–	896
2015 Q4	$485K	Buy	+25,736	New	+$500K	0.08%	345
2014 Q2	–	Sell	-13,219	Closed	-$292K	–	832
2014 Q1	$292K	Buy	+13,219	New	+$281K	0.09%	352

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Princeton Alpha Management's SF Position: Q2 2017 in Review

Princeton Alpha Management sold out of Stifel (SF) in Q2 2017, closing a stake of 17,386 shares — an estimated $388K sold.

Princeton Alpha Management first reported a position in SF in Q1 2014 and held it in 4 quarters. The position peaked at $485K in Q4 2015. 243 funds tracked by Wall St. Rank hold SF as of Q2 2017.

Princeton Alpha Management reported no remaining Stifel position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 17,386 Stifel shares in Q2 2017, an estimated $388K.
Princeton Alpha Management first reported a position in Stifel in Q1 2014 and held it in 4 quarters.
Princeton Alpha Management's Stifel position peaked at $485K in Q4 2015.
243 funds tracked by Wall St. Rank held Stifel as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.