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Strategic Wealth Partners’s SIFCO Industries SIF Stock Holding History

Strategic Wealth Partners’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-501
Closed -$3K – 692
2018
Q2 		$3K Buy
+501
New +$2.81K ﹤0.01% 674

Other funds holding SIF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Strategic Wealth Partners's SIF Position: Q3 2018 in Review

Strategic Wealth Partners sold out of SIFCO Industries (SIF) in Q3 2018, closing a stake of 501 shares — an estimated $3K sold.

Strategic Wealth Partners first reported a position in SIF in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 24 funds tracked by Wall St. Rank hold SIF as of Q3 2018.

  • Strategic Wealth Partners reported no remaining SIFCO Industries position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 501 SIFCO Industries shares in Q3 2018, an estimated $3K.
  • Strategic Wealth Partners first reported a position in SIFCO Industries in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's SIFCO Industries position peaked at $3K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held SIFCO Industries as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.