Wealthspire Advisors (Maryland)’s Stifel SF Stock Holding History

Wealthspire Advisors (Maryland)’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	-542	Closed	-$13K	–	1730
2019 Q1	$13K	Hold	542	–	–	﹤0.01%	1431
2018 Q4	$10K	Buy	542 +240	+79%	+$4.97K	﹤0.01%	1475
2018 Q3	$7K	Sell	302 -13	-4%	-$313	﹤0.01%	1678
2018 Q2	$7K	Hold	315	–	–	﹤0.01%	1678
2018 Q1	$8K	Hold	315	–	–	﹤0.01%	1651
2017 Q4	$8K	Buy	315 +13	+4%	+$318	﹤0.01%	1687
2017 Q3	$7K	Hold	302	–	–	﹤0.01%	1698
2017 Q2	$6K	Buy	302 +122	+68%	+$2.5K	﹤0.01%	1722
2017 Q1	$4K	Buy	180 +18	+11%	+$415	﹤0.01%	1575
2016 Q4	$4K	Hold	162	–	–	﹤0.01%	1436
2016 Q3	$3K	Buy	162 +40	+33%	+$643	﹤0.01%	1494
2016 Q2	$2K	Hold	122	–	–	﹤0.01%	1532
2016 Q1	$2K	Hold	122	–	–	﹤0.01%	1552
2015 Q4	$2K	Buy	+122	New	+$2.37K	﹤0.01%	1538

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Wealthspire Advisors (Maryland)'s SF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stifel (SF) in Q2 2019, closing a stake of 542 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in SF in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q1 2019. 280 funds tracked by Wall St. Rank hold SF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Stifel position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 542 Stifel shares in Q2 2019, an estimated $13K.
Wealthspire Advisors (Maryland) first reported a position in Stifel in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Stifel position peaked at $13K in Q1 2019.
280 funds tracked by Wall St. Rank held Stifel as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.