RA
SF

RFG Advisory’s Stifel SF Stock Holding History

RFG Advisory’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
2019
Q1 		– Sell
-23,265
Closed -$428K – 296
2018
Q4 		$428K Buy
+23,265
New +$482K 0.11% 150

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

RFG Advisory's SF Position: Q1 2019 in Review

RFG Advisory sold out of Stifel (SF) in Q1 2019, closing a stake of 23,265 shares — an estimated $428K sold.

RFG Advisory first reported a position in SF in Q4 2018 and held it in 1 quarter. The position peaked at $428K in Q4 2018. 268 funds tracked by Wall St. Rank hold SF as of Q1 2019.

  • RFG Advisory reported no remaining Stifel position as of Q1 2019 after selling out during the quarter.
  • RFG Advisory sold 23,265 Stifel shares in Q1 2019, an estimated $428K.
  • RFG Advisory first reported a position in Stifel in Q4 2018 and held it in 1 quarter.
  • RFG Advisory's Stifel position peaked at $428K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held Stifel as of Q1 2019.

Based on RFG Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.