QI
SF

QS Investors’s Stifel SF Stock Holding History

QS Investors’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
-155,813
Closed -$2.86M – 1700
2020
Q1 		$2.86M Sell
155,813
-2,250
-1% -$56.4K 0.05% 309
2019
Q4 		$4.32M Sell
158,063
-34,425
-18% -$900K 0.04% 320
2019
Q3 		$4.91M Hold
192,488
– – 0.05% 283
2019
Q2 		$5.05M Hold
192,488
– – 0.05% 265
2019
Q1 		$4.51M Sell
192,488
-4,837
-2% -$110K 0.05% 298
2018
Q4 		$3.63M Buy
197,325
+53,325
+37% +$1.11M 0.05% 314
2018
Q3 		$3.28M Buy
+144,000
New +$3.47M 0.03% 433
2016
Q3 		– Sell
-18
Closed -$1K – 1975
2016
Q2 		$1K Buy
+18
New +$268 ﹤0.01% 1766
2016
Q1 		– Sell
-14
Closed -$1K – 2056
2015
Q4 		$1K Buy
+14
New +$272 ﹤0.01% 1791

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

QS Investors's SF Position: Q2 2020 in Review

QS Investors sold out of Stifel (SF) in Q2 2020, closing a stake of 155,813 shares — an estimated $2.86M sold.

QS Investors first reported a position in SF in Q4 2015 and held it in 9 quarters. The position peaked at $5.05M in Q2 2019. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

  • QS Investors reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
  • QS Investors sold 155,813 Stifel shares in Q2 2020, an estimated $2.86M.
  • QS Investors first reported a position in Stifel in Q4 2015 and held it in 9 quarters.
  • QS Investors's Stifel position peaked at $5.05M in Q2 2019.
  • 271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on QS Investors's 13F filing for Q2 2020, filed 14 Aug 2020.