Shine Investment Advisory Services’s Stifel SF Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$33K	Hold	1,487	–	–	0.01%	375
2020 Q2	$31K	Hold	1,487	–	–	0.01%	393
2020 Q1	$27K	Hold	1,487	–	–	0.01%	374
2019 Q4	$40K	Hold	1,487	–	–	0.02%	364
2019 Q3	$38K	Hold	1,487	–	–	0.02%	363
2019 Q2	$39K	Hold	1,487	–	–	0.02%	351
2019 Q1	$35K	Buy	1,487 +499	+51%	+$11.3K	0.02%	368
2018 Q4	$18K	Hold	988	–	–	0.01%	452
2018 Q3	$23K	Hold	988	–	–	0.01%	430
2018 Q2	$23K	Hold	988	–	–	0.01%	435
2018 Q1	$26K	Hold	988	–	–	0.01%	422
2017 Q4	$26K	Hold	988	–	–	0.01%	412
2017 Q3	$23K	Hold	988	–	–	0.01%	433
2017 Q2	$20K	Buy	+988	New	+$20.3K	0.01%	433

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's SF Position: Q3 2020 in Review

Shine Investment Advisory Services held its Stifel (SF) position steady in Q3 2020 at 1,487 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #375.

Shine Investment Advisory Services first reported a position in SF in Q2 2017 and has held it in 14 quarters since. The position peaked at $40K in Q4 2019. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

Shine Investment Advisory Services held 1,487 shares of Stifel worth $33K as of Q3 2020.
Shine Investment Advisory Services left its Stifel share count unchanged in Q3 2020.
Stifel made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #375 holding.
Shine Investment Advisory Services first reported a position in Stifel in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Stifel position peaked at $40K in Q4 2019.
277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.