ST
SF

Spot Trading’s Stifel SF Stock Holding History

Spot Trading’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
-1,350
Closed -$25K – 4016
2015
Q3 		$25K Buy
1,350
+225
+20% +$5.09K ﹤0.01% 3466
2015
Q2 		$29K Buy
+1,125
New +$27.7K ﹤0.01% 3394
2014
Q3 		– Sell
-61,425
Closed -$1.29M – 4674
2014
Q2 		$1.29M Buy
+61,425
New +$1.27M 0.01% 1951
2014
Q1 		– Sell
-31,500
Closed -$671K – 4472
2013
Q4 		$671K Buy
31,500
+9,000
+40% +$173K ﹤0.01% 2261
2013
Q3 		$412K Buy
+22,500
New +$393K ﹤0.01% 2562

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Spot Trading's SF Position: Q4 2015 in Review

Spot Trading sold out of Stifel (SF) in Q4 2015, closing a stake of 6,815 shares — an estimated $128K sold.

Spot Trading first reported a position in SF in Q3 2013 and held it in 6 quarters. The position peaked at $128K in Q3 2015. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

  • Spot Trading reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
  • Spot Trading sold 6,815 Stifel shares in Q4 2015, an estimated $128K.
  • Spot Trading first reported a position in Stifel in Q3 2013 and held it in 6 quarters.
  • Spot Trading's Stifel position peaked at $128K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on Spot Trading's 13F filing for Q4 2015, filed 29 Jan 2016.