SPIA
EFII

Steward Partners Investment Advisory’s Electronics for Imaging EFII Stock Holding History

Steward Partners Investment Advisory’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-61
Closed -$1K – 2649
2018
Q1 		$1K Hold
61
– – ﹤0.01% 2203
2017
Q4 		$1K Hold
61
– – ﹤0.01% 1841
2017
Q3 		$2K Hold
61
– – ﹤0.01% 1562
2017
Q2 		$2K Hold
61
– – ﹤0.01% 1484
2017
Q1 		$2K Hold
61
– – ﹤0.01% 1365
2016
Q4 		$2K Buy
+61
New +$2.68K ﹤0.01% 789

Other funds holding EFII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's EFII Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of Electronics for Imaging (EFII) in Q2 2018, closing a stake of 61 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in EFII in Q4 2016 and held it in 6 quarters. The position peaked at $2K in Q3 2017. 182 funds tracked by Wall St. Rank hold EFII as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining Electronics for Imaging position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 61 Electronics for Imaging shares in Q2 2018, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Electronics for Imaging in Q4 2016 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Electronics for Imaging position peaked at $2K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held Electronics for Imaging as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.