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Stifel Trust’s Allstate ALL Stock Holding History

Stifel Trust’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$65K Hold
1,052
– – 0.01% 247
2014
Q2 		$62K Sell
1,052
-300
-22% -$17.3K 0.01% 248
2014
Q1 		$77K Sell
1,352
-150
-10% -$8.05K 0.01% 235
2013
Q4 		$82K Hold
1,502
– – 0.02% 227
2013
Q3 		$76K Hold
1,502
– – 0.02% 234
2013
Q2 		$73K Buy
+1,502
New +$73.1K 0.02% 234

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stifel Trust's ALL Position: Q3 2014 in Review

Stifel Trust held its Allstate (ALL) position steady in Q3 2014 at 1,052 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #247.

Stifel Trust first reported a position in ALL in Q2 2013 and has held it in 6 quarters since. The position peaked at $82K in Q4 2013. 739 funds tracked by Wall St. Rank hold ALL as of Q3 2014.

  • Stifel Trust held 1,052 shares of Allstate worth $65K as of Q3 2014.
  • Stifel Trust left its Allstate share count unchanged in Q3 2014.
  • Allstate made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #247 holding.
  • Stifel Trust first reported a position in Allstate in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Allstate position peaked at $82K in Q4 2013.
  • 739 funds tracked by Wall St. Rank held Allstate as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.