RegentAtlantic Capital’s Stifel SF Stock Holding History

RegentAtlantic Capital’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
2015 Q1	–	Sell	-83	Closed	-$1.89K	–	835
2014 Q4	$1.89K	Buy	+83	New	+$1.76K	﹤0.01%	1132

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RegentAtlantic Capital's SF Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Stifel (SF) in Q1 2015, closing a stake of 83 shares — an estimated $1.89K sold.

RegentAtlantic Capital first reported a position in SF in Q4 2014 and held it in 1 quarter. The position peaked at $1.89K in Q4 2014. 232 funds tracked by Wall St. Rank hold SF as of Q1 2015.

RegentAtlantic Capital reported no remaining Stifel position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 83 Stifel shares in Q1 2015, an estimated $1.89K.
RegentAtlantic Capital first reported a position in Stifel in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Stifel position peaked at $1.89K in Q4 2014.
232 funds tracked by Wall St. Rank held Stifel as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.