Stifel Financial

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)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return