SIM
SF

Sonora Investment Management’s Stifel SF Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-380
Closed -$8K – 1102
2015
Q3 		$8K Buy
+380
New +$8.6K ﹤0.01% 562

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sonora Investment Management's SF Position: Q4 2015 in Review

Sonora Investment Management sold out of Stifel (SF) in Q4 2015, closing a stake of 380 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in SF in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

  • Sonora Investment Management reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 380 Stifel shares in Q4 2015, an estimated $8K.
  • Sonora Investment Management first reported a position in Stifel in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Stifel position peaked at $8K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.