ST
SGMO

Stifel Trust’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Stifel Trust’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$93K Hold
8,550
– – 0.02% 227
2014
Q2 		$131K Sell
8,550
-3,000
-26% -$43.2K 0.02% 206
2014
Q1 		$209K Sell
11,550
-7,700
-40% -$148K 0.04% 175
2013
Q4 		$268K Buy
19,250
+1,250
+7% +$14.4K 0.05% 164
2013
Q3 		$189K Hold
18,000
– – 0.04% 179
2013
Q2 		$141K Buy
+18,000
New +$157K 0.03% 195

Other funds holding SGMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Stifel Trust's SGMO Position: Q3 2014 in Review

Stifel Trust held its SANGAMO THERAPEUTICS INC (SGMO) position steady in Q3 2014 at 8,550 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #227.

Stifel Trust first reported a position in SGMO in Q2 2013 and has held it in 6 quarters since. The position peaked at $268K in Q4 2013. 157 funds tracked by Wall St. Rank hold SGMO as of Q3 2014.

  • Stifel Trust held 8,550 shares of SANGAMO THERAPEUTICS INC worth $93K as of Q3 2014.
  • Stifel Trust left its SANGAMO THERAPEUTICS INC share count unchanged in Q3 2014.
  • SANGAMO THERAPEUTICS INC made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #227 holding.
  • Stifel Trust first reported a position in SANGAMO THERAPEUTICS INC in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's SANGAMO THERAPEUTICS INC position peaked at $268K in Q4 2013.
  • 157 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2014.

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