West Oak Capital’s Stifel SF Stock Holding History

West Oak Capital’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 Q3	–	Sell	-675	Closed	-$15.7K	–	373
2018 Q2	$15.7K	Hold	675	–	–	0.01%	239
2018 Q1	$17.8K	Buy	675 +225	+50%	+$6.38K	0.01%	240
2017 Q4	$11.9K	Buy	+450	New	+$11K	0.01%	239

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

West Oak Capital's SF Position: Q3 2018 in Review

West Oak Capital sold out of Stifel (SF) in Q3 2018, closing a stake of 675 shares — an estimated $15.7K sold.

West Oak Capital first reported a position in SF in Q4 2017 and held it in 3 quarters. The position peaked at $17.8K in Q1 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

West Oak Capital reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
West Oak Capital sold 675 Stifel shares in Q3 2018, an estimated $15.7K.
West Oak Capital first reported a position in Stifel in Q4 2017 and held it in 3 quarters.
West Oak Capital's Stifel position peaked at $17.8K in Q1 2018.
270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on West Oak Capital's 13F filing for Q3 2018, filed 4 Oct 2018.