UFA
SF

US Financial Advisors’s Stifel SF Stock Holding History

US Financial 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
2016
Q2 		– Sell
-99
Closed -$1K – 341
2016
Q1 		$1K Hold
99
– – ﹤0.01% 421
2015
Q4 		$2K Hold
99
– – ﹤0.01% 478
2015
Q3 		$2K Hold
99
– – ﹤0.01% 415
2015
Q2 		$3K Buy
+99
New +$2.44K ﹤0.01% 337

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Financial Advisors's SF Position: Q2 2016 in Review

US Financial Advisors sold out of Stifel (SF) in Q2 2016, closing a stake of 99 shares — an estimated $1K sold.

US Financial Advisors first reported a position in SF in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q2 2015. 213 funds tracked by Wall St. Rank hold SF as of Q2 2016.

  • US Financial Advisors reported no remaining Stifel position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 99 Stifel shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Stifel in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Stifel position peaked at $3K in Q2 2015.
  • 213 funds tracked by Wall St. Rank held Stifel as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.