WRF
SF

Waddell & Reed Financial’s Stifel SF Stock Holding History

Waddell & Reed Financial’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
2017
Q2 		– Sell
-294,750
Closed -$6.58M – 553
2017
Q1 		$6.58M Buy
294,750
+37,575
+15% +$865K 0.01% 469
2016
Q4 		$5.71M Buy
+257,175
New +$5.16M 0.01% 481
2014
Q2 		– Sell
-412,650
Closed -$9.13M – 555
2014
Q1 		$9.13M Buy
+412,650
New +$8.76M 0.01% 439

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Waddell & Reed Financial's SF Position: Q2 2017 in Review

Waddell & Reed Financial sold out of Stifel (SF) in Q2 2017, closing a stake of 294,750 shares — an estimated $6.58M sold.

Waddell & Reed Financial first reported a position in SF in Q1 2014 and held it in 3 quarters. The position peaked at $9.13M in Q1 2014. 243 funds tracked by Wall St. Rank hold SF as of Q2 2017.

  • Waddell & Reed Financial reported no remaining Stifel position as of Q2 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 294,750 Stifel shares in Q2 2017, an estimated $6.58M.
  • Waddell & Reed Financial first reported a position in Stifel in Q1 2014 and held it in 3 quarters.
  • Waddell & Reed Financial's Stifel position peaked at $9.13M in Q1 2014.
  • 243 funds tracked by Wall St. Rank held Stifel as of Q2 2017.

Based on Waddell & Reed Financial's 13F filing for Q2 2017, filed 14 Aug 2017.