TRUE Private Wealth Advisors’s Stifel SF Stock Holding History

TRUE Private Wealth Advisors’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 Q4	–	Sell	-90	Closed	-$2.05K	–	789
2018 Q3	$2.05K	Buy	+90	New	+$2.17K	﹤0.01%	1022

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TRUE Private Wealth Advisors's SF Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Stifel (SF) in Q4 2018, closing a stake of 90 shares — an estimated $2.05K sold.

TRUE Private Wealth Advisors first reported a position in SF in Q3 2018 and held it in 1 quarter. The position peaked at $2.05K in Q3 2018. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 90 Stifel shares in Q4 2018, an estimated $2.05K.
TRUE Private Wealth Advisors first reported a position in Stifel in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's Stifel position peaked at $2.05K in Q3 2018.
258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.