Stifel Financial
FGL

Stifel Financial’s Fidelity & Guaranty Life FGL Stock Holding History

Stifel Financial’s Portfolio FGL Stock Details FGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-32,537
Closed -$690K – 2515
2015
Q1 		$690K Buy
+32,537
New +$709K ﹤0.01% 1458
2014
Q4 		– Sell
-56,559
Closed -$1.21M – 2557
2014
Q3 		$1.21M Buy
+56,559
New +$1.25M 0.01% 1021

Other funds holding FGL

TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SLCM
Seven Locks Capital Management New York $168M AUM 17.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return
SC
Seawolf Capital New York $52.2M AUM 30.92% 1-Year Est. Return

Stifel Financial's FGL Position: Q2 2015 in Review

Stifel Financial sold out of Fidelity & Guaranty Life (FGL) in Q2 2015, closing a stake of 32,537 shares — an estimated $690K sold.

Stifel Financial first reported a position in FGL in Q3 2014 and held it in 2 quarters. The position peaked at $1.21M in Q3 2014. 96 funds tracked by Wall St. Rank hold FGL as of Q2 2015.

  • Stifel Financial reported no remaining Fidelity & Guaranty Life position as of Q2 2015 after selling out during the quarter.
  • Stifel Financial sold 32,537 Fidelity & Guaranty Life shares in Q2 2015, an estimated $690K.
  • Stifel Financial first reported a position in Fidelity & Guaranty Life in Q3 2014 and held it in 2 quarters.
  • Stifel Financial's Fidelity & Guaranty Life position peaked at $1.21M in Q3 2014.
  • 96 funds tracked by Wall St. Rank held Fidelity & Guaranty Life as of Q2 2015.

Based on Stifel Financial's 13F filing for Q2 2015, filed 17 Aug 2015.