TG
SF

TCW Group’s Stifel SF Stock Holding History

TCW Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-153,493
Closed -$3.94M – 708
2015
Q2 		$3.94M Sell
153,493
-2,475
-2% -$61K 0.03% 266
2015
Q1 		$3.87M Sell
155,968
-54,380
-26% -$1.26M 0.02% 453
2014
Q4 		$4.77M Sell
210,348
-117,482
-36% -$2.49M 0.02% 416
2014
Q3 		$6.83M Sell
327,830
-2,787
-0.8% -$58.1K 0.03% 402
2014
Q2 		$6.96M Sell
330,617
-12,486
-4% -$257K 0.03% 410
2014
Q1 		$7.59M Sell
343,103
-148,607
-30% -$3.16M 0.03% 388
2013
Q4 		$10.5M Sell
491,710
-52,092
-10% -$1M 0.04% 323
2013
Q3 		$9.96M Sell
543,802
-60,224
-10% -$1.05M 0.05% 308
2013
Q2 		$9.58M Buy
+604,026
New +$9.15M 0.05% 314

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

TCW Group's SF Position: Q3 2015 in Review

TCW Group sold out of Stifel (SF) in Q3 2015, closing a stake of 153,493 shares — an estimated $3.94M sold.

TCW Group first reported a position in SF in Q2 2013 and held it in 9 quarters. The position peaked at $10.5M in Q4 2013. 232 funds tracked by Wall St. Rank hold SF as of Q3 2015.

  • TCW Group reported no remaining Stifel position as of Q3 2015 after selling out during the quarter.
  • TCW Group sold 153,493 Stifel shares in Q3 2015, an estimated $3.94M.
  • TCW Group first reported a position in Stifel in Q2 2013 and held it in 9 quarters.
  • TCW Group's Stifel position peaked at $10.5M in Q4 2013.
  • 232 funds tracked by Wall St. Rank held Stifel as of Q3 2015.

Based on TCW Group's 13F filing for Q3 2015, filed 13 Nov 2015.