Stifel Financial
TILT icon

Stifel Financial’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Stifel Financial’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,768
Closed -$258K – 2945
2020
Q1 		$258K Buy
+2,768
New +$323K ﹤0.01% 2285
2015
Q4 		– Sell
-7,300
Closed -$590K – 2395
2015
Q3 		$590K Hold
7,300
– – ﹤0.01% 1468
2015
Q2 		$646K Buy
+7,300
New +$655K ﹤0.01% 1553

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Stifel Financial's TILT Position: Q2 2020 in Review

Stifel Financial sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q2 2020, closing a stake of 2,768 shares — an estimated $258K sold.

Stifel Financial first reported a position in TILT in Q2 2015 and held it in 3 quarters. The position peaked at $646K in Q2 2015. 56 funds tracked by Wall St. Rank hold TILT as of Q2 2020.

  • Stifel Financial reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q2 2020 after selling out during the quarter.
  • Stifel Financial sold 2,768 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q2 2020, an estimated $258K.
  • Stifel Financial first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2015 and held it in 3 quarters.
  • Stifel Financial's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $646K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q2 2020.

Based on Stifel Financial's 13F filing for Q2 2020, filed 14 Aug 2020.