SC
SF

Searle & Co’s Stifel SF Stock Holding History

Searle & Co’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
-3,402
Closed -$77K – 356
2014
Q4 		$77K Buy
+3,402
New +$72K 0.07% 166

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

Searle & Co's SF Position: Q1 2015 in Review

Searle & Co sold out of Stifel (SF) in Q1 2015, closing a stake of 3,402 shares — an estimated $77K sold.

Searle & Co first reported a position in SF in Q4 2014 and held it in 1 quarter. The position peaked at $77K in Q4 2014. 232 funds tracked by Wall St. Rank hold SF as of Q1 2015.

  • Searle & Co reported no remaining Stifel position as of Q1 2015 after selling out during the quarter.
  • Searle & Co sold 3,402 Stifel shares in Q1 2015, an estimated $77K.
  • Searle & Co first reported a position in Stifel in Q4 2014 and held it in 1 quarter.
  • Searle & Co's Stifel position peaked at $77K in Q4 2014.
  • 232 funds tracked by Wall St. Rank held Stifel as of Q1 2015.

Based on Searle & Co's 13F filing for Q1 2015, filed 29 Sep 2015.