Stifel Financial
SEA

Stifel Financial’s Invesco Shipping ETF SEA Stock Holding History

Stifel Financial’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-72,441
Closed -$637K – 3124
2019
Q1 		$637K Buy
+72,441
New +$642K ﹤0.01% 1927
2017
Q2 		– Sell
-38,628
Closed -$474K – 2668
2017
Q1 		$474K Buy
+38,628
New +$475K ﹤0.01% 1847
2014
Q3 		– Sell
-40,869
Closed -$935K – 2371
2014
Q2 		$935K Buy
40,869
+13,174
+48% +$294K 0.01% 1162
2014
Q1 		$605K Buy
+27,695
New +$599K 0.01% 1328

Other funds holding SEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's SEA Position: Q2 2019 in Review

Stifel Financial sold out of Invesco Shipping ETF (SEA) in Q2 2019, closing a stake of 72,441 shares — an estimated $637K sold.

Stifel Financial first reported a position in SEA in Q1 2014 and held it in 4 quarters. The position peaked at $935K in Q2 2014. 23 funds tracked by Wall St. Rank hold SEA as of Q2 2019.

  • Stifel Financial reported no remaining Invesco Shipping ETF position as of Q2 2019 after selling out during the quarter.
  • Stifel Financial sold 72,441 Invesco Shipping ETF shares in Q2 2019, an estimated $637K.
  • Stifel Financial first reported a position in Invesco Shipping ETF in Q1 2014 and held it in 4 quarters.
  • Stifel Financial's Invesco Shipping ETF position peaked at $935K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q2 2019.

Based on Stifel Financial's 13F filing for Q2 2019, filed 14 Aug 2019.