Stifel Financial’s SB Financial Group, Inc. SBFGP Stock Holding History

Stifel Financial’s Portfolio SBFGP Stock Details SBFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-18,000	Closed	-$329K	–	2817
2018 Q1	$329K	Sell	18,000 -2,000	-10%	-$37.1K	﹤0.01%	2209
2017 Q4	$358K	Hold	20,000	–	–	﹤0.01%	2108
2017 Q3	$329K	Hold	20,000	–	–	﹤0.01%	2110
2017 Q2	$321K	Hold	20,000	–	–	﹤0.01%	2097
2017 Q1	$320K	Sell	20,000 -5,000	-20%	-$86.1K	﹤0.01%	2060
2016 Q4	$355K	Hold	25,000	–	–	﹤0.01%	1952
2016 Q3	$312K	Hold	25,000	–	–	﹤0.01%	1970
2016 Q2	$296K	Buy	+25,000	New	+$296K	﹤0.01%	2048

Other funds holding SBFGP

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stifel Financial's SBFGP Position: Q2 2018 in Review

Stifel Financial sold out of SB Financial Group, Inc. (SBFGP) in Q2 2018, closing a stake of 18,000 shares — an estimated $329K sold.

Stifel Financial first reported a position in SBFGP in Q2 2016 and held it in 8 quarters. The position peaked at $358K in Q4 2017. 6 funds tracked by Wall St. Rank hold SBFGP as of Q2 2018.

Stifel Financial reported no remaining SB Financial Group, Inc. position as of Q2 2018 after selling out during the quarter.
Stifel Financial sold 18,000 SB Financial Group, Inc. shares in Q2 2018, an estimated $329K.
Stifel Financial first reported a position in SB Financial Group, Inc. in Q2 2016 and held it in 8 quarters.
Stifel Financial's SB Financial Group, Inc. position peaked at $358K in Q4 2017.
6 funds tracked by Wall St. Rank held SB Financial Group, Inc. as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.