WealthTrust-Arizona’s Stifel SF Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$3K	Hold	149	–	–	﹤0.01%	540
2018 Q3	$3K	Buy	149 +3	+2%	+$72	﹤0.01%	561
2018 Q2	$3K	Hold	146	–	–	﹤0.01%	559
2018 Q1	$4K	Hold	146	–	–	﹤0.01%	519
2017 Q4	$4K	Hold	146	–	–	﹤0.01%	525
2017 Q3	$3K	Hold	146	–	–	﹤0.01%	557
2017 Q2	$3K	Hold	146	–	–	﹤0.01%	540
2017 Q1	$3K	Hold	146	–	–	﹤0.01%	522
2016 Q4	$3K	Hold	146	–	–	﹤0.01%	521
2016 Q3	$2K	Hold	146	–	–	﹤0.01%	553
2016 Q2	$2K	Hold	146	–	–	﹤0.01%	546
2016 Q1	$2K	Hold	146	–	–	﹤0.01%	540
2015 Q4	$3K	Hold	146	–	–	﹤0.01%	540
2015 Q3	$3K	Hold	146	–	–	﹤0.01%	527
2015 Q2	$4K	Hold	146	–	–	﹤0.01%	525
2015 Q1	$4K	Hold	146	–	–	﹤0.01%	538
2014 Q4	$3K	Hold	146	–	–	﹤0.01%	531
2014 Q3	$3K	Hold	146	–	–	﹤0.01%	537
2014 Q2	$3K	Hold	146	–	–	﹤0.01%	530
2014 Q1	$3K	Hold	146	–	–	﹤0.01%	544
2013 Q4	$3K	Hold	146	–	–	﹤0.01%	528
2013 Q3	$3K	Hold	146	–	–	﹤0.01%	505
2013 Q2	$2K	Buy	+146	New	+$2.21K	﹤0.01%	533

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

WealthTrust-Arizona's SF Position: Q4 2018 in Review

WealthTrust-Arizona held its Stifel (SF) position steady in Q4 2018 at 149 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

WealthTrust-Arizona first reported a position in SF in Q2 2013 and has held it in 23 quarters since. The position peaked at $4K in Q1 2018. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

WealthTrust-Arizona held 149 shares of Stifel worth $3K as of Q4 2018.
WealthTrust-Arizona left its Stifel share count unchanged in Q4 2018.
Stifel made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #540 holding.
WealthTrust-Arizona first reported a position in Stifel in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Stifel position peaked at $4K in Q1 2018.
258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.