WCM
SF

WealthBridge Capital Management’s Stifel SF Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-257
Closed -$7K – 734
2019
Q1 		$7K Buy
257
+5
+2% +$113 ﹤0.01% 637
2018
Q4 		$5K Buy
+252
New +$5.22K ﹤0.01% 650

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WealthBridge Capital Management's SF Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Stifel (SF) in Q2 2019, closing a stake of 257 shares — an estimated $7K sold.

WealthBridge Capital Management first reported a position in SF in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 280 funds tracked by Wall St. Rank hold SF as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Stifel position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 257 Stifel shares in Q2 2019, an estimated $7K.
  • WealthBridge Capital Management first reported a position in Stifel in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Stifel position peaked at $7K in Q1 2019.
  • 280 funds tracked by Wall St. Rank held Stifel as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.