RNS
SF

Robert N. Shapiro’s Stifel SF Stock Holding History

Robert N. Shapiro’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 		$4K Sell
169
-7
-4% -$148 ﹤0.01% 781
2014
Q3 		$4K Hold
176
– – ﹤0.01% 784
2014
Q2 		$4K Hold
176
– – ﹤0.01% 706
2014
Q1 		$4K Buy
176
+9
+5% +$191 ﹤0.01% 702
2013
Q4 		$4K Buy
+167
New +$3.21K ﹤0.01% 706

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

Robert N. Shapiro's SF Position: Q4 2014 in Review

Robert N. Shapiro reduced its Stifel (SF) stake by 4% in Q4 2014, selling an estimated $148 and leaving 169 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Robert N. Shapiro first reported a position in SF in Q4 2013 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold SF as of Q4 2014.

  • Robert N. Shapiro held 169 shares of Stifel worth $4K as of Q4 2014.
  • Robert N. Shapiro sold 7 Stifel shares in Q4 2014, an estimated $148.
  • Stifel made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #781 holding.
  • Robert N. Shapiro first reported a position in Stifel in Q4 2013 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held Stifel as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.