W
SF

Wealthfront’s Stifel SF Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-569
Closed -$11K – 912
2015
Q3 		$11K Buy
569
+450
+378% +$10.2K ﹤0.01% 934
2015
Q2 		$3K Buy
119
+65
+120% +$1.6K ﹤0.01% 1149
2015
Q1 		$1K Buy
54
+52
+2,600% +$1.2K ﹤0.01% 1133
2014
Q4 		$0 Buy
+2
New +$42 ﹤0.01% 939

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wealthfront's SF Position: Q4 2015 in Review

Wealthfront sold out of Stifel (SF) in Q4 2015, closing a stake of 569 shares — an estimated $11K sold.

Wealthfront first reported a position in SF in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q3 2015. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

  • Wealthfront reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 569 Stifel shares in Q4 2015, an estimated $11K.
  • Wealthfront first reported a position in Stifel in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Stifel position peaked at $11K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.