Stifel Financial
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Stifel Financial’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Stifel Financial’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,979
Closed -$454K – 3469
2024
Q3 		$454K Buy
6,979
+10
+0.1% +$626 ﹤0.01% 2736
2024
Q2 		$429K Buy
6,969
+44
+0.6% +$2.59K ﹤0.01% 2724
2024
Q1 		$408K Buy
+6,925
New +$385K ﹤0.01% 2728

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Stifel Financial's QLC Position: Q4 2024 in Review

Stifel Financial sold out of FlexShares US Quality Large Cap Index Fund (QLC) in Q4 2024, closing a stake of 6,979 shares — an estimated $454K sold.

Stifel Financial first reported a position in QLC in Q1 2024 and held it in 3 quarters. The position peaked at $454K in Q3 2024. 47 funds tracked by Wall St. Rank hold QLC as of Q4 2024.

  • Stifel Financial reported no remaining FlexShares US Quality Large Cap Index Fund position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 6,979 FlexShares US Quality Large Cap Index Fund shares in Q4 2024, an estimated $454K.
  • Stifel Financial first reported a position in FlexShares US Quality Large Cap Index Fund in Q1 2024 and held it in 3 quarters.
  • Stifel Financial's FlexShares US Quality Large Cap Index Fund position peaked at $454K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held FlexShares US Quality Large Cap Index Fund as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.