Stifel Financial
LCM

Stifel Financial’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Stifel Financial’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,247
Closed -$104K – 2664
2017
Q1 		$104K Sell
12,247
-1,503
-11% -$12.8K ﹤0.01% 2428
2016
Q4 		$114K Buy
+13,750
New +$112K ﹤0.01% 2351

Other funds holding LCM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Stifel Financial's LCM Position: Q2 2017 in Review

Stifel Financial sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q2 2017, closing a stake of 12,247 shares — an estimated $104K sold.

Stifel Financial first reported a position in LCM in Q4 2016 and held it in 2 quarters. The position peaked at $114K in Q4 2016. 27 funds tracked by Wall St. Rank hold LCM as of Q2 2017.

  • Stifel Financial reported no remaining Advent/Claymore Enhanced Gth & F position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 12,247 Advent/Claymore Enhanced Gth & F shares in Q2 2017, an estimated $104K.
  • Stifel Financial first reported a position in Advent/Claymore Enhanced Gth & F in Q4 2016 and held it in 2 quarters.
  • Stifel Financial's Advent/Claymore Enhanced Gth & F position peaked at $114K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.