Stifel Financial
MTGE

Stifel Financial’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Stifel Financial’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-51,106
Closed -$999K – 2891
2018
Q2 		$999K Buy
+51,106
New +$978K ﹤0.01% 1616
2017
Q1 		– Sell
-11,984
Closed -$191K – 2676
2016
Q4 		$191K Buy
11,984
+1,108
+10% +$18.4K ﹤0.01% 2267
2016
Q3 		$188K Buy
10,876
+633
+6% +$10.7K ﹤0.01% 2206
2016
Q2 		$162K Sell
10,243
-25,476
-71% -$390K ﹤0.01% 2308
2016
Q1 		$524K Buy
+35,719
New +$488K ﹤0.01% 1555

Other funds holding MTGE

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Stifel Financial's MTGE Position: Q3 2018 in Review

Stifel Financial sold out of MTGE Investment Corp. Common Stock (MTGE) in Q3 2018, closing a stake of 51,106 shares — an estimated $999K sold.

Stifel Financial first reported a position in MTGE in Q1 2016 and held it in 5 quarters. The position peaked at $999K in Q2 2018. 6 funds tracked by Wall St. Rank hold MTGE as of Q3 2018.

  • Stifel Financial reported no remaining MTGE Investment Corp. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Stifel Financial sold 51,106 MTGE Investment Corp. Common Stock shares in Q3 2018, an estimated $999K.
  • Stifel Financial first reported a position in MTGE Investment Corp. Common Stock in Q1 2016 and held it in 5 quarters.
  • Stifel Financial's MTGE Investment Corp. Common Stock position peaked at $999K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q3 2018.

Based on Stifel Financial's 13F filing for Q3 2018, filed 13 Nov 2018.