Westfield Capital Management’s Stifel SF Stock Holding History

Westfield 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
2015 Q4	–	Sell	-1,155,663	Closed	-$21.6M	–	292
2015 Q3	$21.6M	Buy	1,155,663 +60,435	+6%	+$1.37M	0.15%	173
2015 Q2	$28.1M	Buy	1,095,228 +110,201	+11%	+$2.72M	0.17%	156
2015 Q1	$24.4M	Sell	985,027 -295,437	-23%	-$6.82M	0.14%	181
2014 Q4	$29M	Sell	1,280,464 -57,712	-4%	-$1.22M	0.17%	161
2014 Q3	$27.9M	Sell	1,338,176 -33,042	-2%	-$689K	0.17%	166
2014 Q2	$28.9M	Sell	1,371,218 -9,945	-0.7%	-$205K	0.17%	170
2014 Q1	$30.5M	Sell	1,381,163 -23,355	-2%	-$496K	0.18%	165
2013 Q4	$29.9M	Sell	1,404,518 -79,605	-5%	-$1.53M	0.18%	165
2013 Q3	$27.2M	Buy	+1,484,123	New	+$25.9M	0.17%	170

Other funds holding SF

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westfield Capital Management's SF Position: Q4 2015 in Review

Westfield Capital Management sold out of Stifel (SF) in Q4 2015, closing a stake of 1,155,663 shares — an estimated $21.6M sold.

Westfield Capital Management first reported a position in SF in Q3 2013 and held it in 9 quarters. The position peaked at $30.5M in Q1 2014. 226 funds tracked by Wall St. Rank hold SF as of Q4 2015.

Westfield Capital Management reported no remaining Stifel position as of Q4 2015 after selling out during the quarter.
Westfield Capital Management sold 1,155,663 Stifel shares in Q4 2015, an estimated $21.6M.
Westfield Capital Management first reported a position in Stifel in Q3 2013 and held it in 9 quarters.
Westfield Capital Management's Stifel position peaked at $30.5M in Q1 2014.
226 funds tracked by Wall St. Rank held Stifel as of Q4 2015.

Based on Westfield Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.