SIM
SFB

Sonora Investment Management’s Stifel Financial Corp 5.20% Senior Notes due 2047 SFB Stock Holding History

Sonora Investment Management’s Portfolio SFB Stock Details SFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-30
Closed -$1K – 1765
2020
Q3 		$1K Hold
30
– – ﹤0.01% 1722
2020
Q2 		$1K Hold
30
– – ﹤0.01% 1693
2020
Q1 		$1K Buy
+30
New +$745 ﹤0.01% 1599

Other funds holding SFB

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Sonora Investment Management's SFB Position: Q4 2020 in Review

Sonora Investment Management sold out of Stifel Financial Corp 5.20% Senior Notes due 2047 (SFB) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in SFB in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 1 fund tracked by Wall St. Rank holds SFB as of Q4 2020.

  • Sonora Investment Management reported no remaining Stifel Financial Corp 5.20% Senior Notes due 2047 position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 30 Stifel Financial Corp 5.20% Senior Notes due 2047 shares in Q4 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Stifel Financial Corp 5.20% Senior Notes due 2047 in Q1 2020 and held it in 3 quarters.
  • Sonora Investment Management's Stifel Financial Corp 5.20% Senior Notes due 2047 position peaked at $1K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Stifel Financial Corp 5.20% Senior Notes due 2047 as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.