Stifel Financial
SSI

Stifel Financial’s Stage Stores Inc SSI Stock Holding History

Stifel Financial’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-23,505
Closed -$131K – 2589
2016
Q3 		$131K Buy
23,505
+2,295
+11% +$12.8K ﹤0.01% 2268
2016
Q2 		$104K Buy
21,210
+2,125
+11% +$13.2K ﹤0.01% 2377
2016
Q1 		$154K Hold
19,085
– – ﹤0.01% 2054
2015
Q4 		$174K Buy
19,085
+7,269
+62% +$67.2K ﹤0.01% 2151
2015
Q3 		$116K Buy
+11,816
New +$169K ﹤0.01% 2121

Other funds holding SSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Financial's SSI Position: Q4 2016 in Review

Stifel Financial sold out of Stage Stores Inc (SSI) in Q4 2016, closing a stake of 23,505 shares — an estimated $131K sold.

Stifel Financial first reported a position in SSI in Q3 2015 and held it in 5 quarters. The position peaked at $174K in Q4 2015. 115 funds tracked by Wall St. Rank hold SSI as of Q4 2016.

  • Stifel Financial reported no remaining Stage Stores Inc position as of Q4 2016 after selling out during the quarter.
  • Stifel Financial sold 23,505 Stage Stores Inc shares in Q4 2016, an estimated $131K.
  • Stifel Financial first reported a position in Stage Stores Inc in Q3 2015 and held it in 5 quarters.
  • Stifel Financial's Stage Stores Inc position peaked at $174K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Stage Stores Inc as of Q4 2016.

Based on Stifel Financial's 13F filing for Q4 2016, filed 16 Feb 2017.