Sheets Smith Wealth Management’s Stifel SF Stock Holding History

Sheets Smith Wealth Management’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
2017 Q2	–	Sell	-17,649	Closed	-$394K	–	313
2017 Q1	$394K	Buy	+17,649	New	+$406K	0.1%	198

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sheets Smith Wealth Management's SF Position: Q2 2017 in Review

Sheets Smith Wealth Management sold out of Stifel (SF) in Q2 2017, closing a stake of 17,649 shares — an estimated $394K sold.

Sheets Smith Wealth Management first reported a position in SF in Q1 2017 and held it in 1 quarter. The position peaked at $394K in Q1 2017. 244 funds tracked by Wall St. Rank hold SF as of Q2 2017.

Sheets Smith Wealth Management reported no remaining Stifel position as of Q2 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 17,649 Stifel shares in Q2 2017, an estimated $394K.
Sheets Smith Wealth Management first reported a position in Stifel in Q1 2017 and held it in 1 quarter.
Sheets Smith Wealth Management's Stifel position peaked at $394K in Q1 2017.
244 funds tracked by Wall St. Rank held Stifel as of Q2 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2017, filed 19 Jul 2017.