Toth Financial Advisory’s Stifel SF Stock Holding History

Toth Financial Advisory’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
2018 Q3	–	Sell	-2,250	Closed	-$52K	–	461
2018 Q2	$52K	Buy	+2,250	New	+$58.5K	0.01%	211

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Toth Financial Advisory's SF Position: Q3 2018 in Review

Toth Financial Advisory sold out of Stifel (SF) in Q3 2018, closing a stake of 2,250 shares — an estimated $52K sold.

Toth Financial Advisory first reported a position in SF in Q2 2018 and held it in 1 quarter. The position peaked at $52K in Q2 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

Toth Financial Advisory reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
Toth Financial Advisory sold 2,250 Stifel shares in Q3 2018, an estimated $52K.
Toth Financial Advisory first reported a position in Stifel in Q2 2018 and held it in 1 quarter.
Toth Financial Advisory's Stifel position peaked at $52K in Q2 2018.
270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Toth Financial Advisory's 13F filing for Q3 2018, filed 15 Oct 2018.