Stifel Financial
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Stifel Financial’s Central Pacific Financial CPF Stock Holding History

Stifel Financial’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-44,103
Closed -$1.3M – 2862
2019
Q4 		$1.3M Sell
44,103
-36,980
-46% -$1.08M ﹤0.01% 1634
2019
Q3 		$2.3M Sell
81,083
-161
-0.2% -$4.64K 0.01% 1225
2019
Q2 		$2.43M Buy
+81,244
New +$2.37M 0.01% 1214
2014
Q4 		– Sell
-10,288
Closed -$184K – 2344
2014
Q3 		$184K Buy
+10,288
New +$189K ﹤0.01% 2027

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's CPF Position: Q1 2020 in Review

Stifel Financial sold out of Central Pacific Financial (CPF) in Q1 2020, closing a stake of 44,103 shares — an estimated $1.3M sold.

Stifel Financial first reported a position in CPF in Q3 2014 and held it in 4 quarters. The position peaked at $2.43M in Q2 2019. 141 funds tracked by Wall St. Rank hold CPF as of Q1 2020.

  • Stifel Financial reported no remaining Central Pacific Financial position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 44,103 Central Pacific Financial shares in Q1 2020, an estimated $1.3M.
  • Stifel Financial first reported a position in Central Pacific Financial in Q3 2014 and held it in 4 quarters.
  • Stifel Financial's Central Pacific Financial position peaked at $2.43M in Q2 2019.
  • 141 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.