Westfield Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-770,442
| Closed | -$21.6M | – | 292 |
|
|
2015
Q3 | $21.6M | Buy |
770,442
+40,290
| +6% | +$1.13M | 0.15% | 173 |
|
|
2015
Q2 | $28.1M | Buy |
730,152
+73,467
| +11% | +$2.83M | 0.17% | 156 |
|
|
2015
Q1 | $24.4M | Sell |
656,685
-196,958
| -23% | -$7.32M | 0.14% | 181 |
|
|
2014
Q4 | $29M | Sell |
853,643
-38,475
| -4% | -$1.31M | 0.17% | 161 |
|
|
2014
Q3 | $27.9M | Sell |
892,118
-22,027
| -2% | -$689K | 0.17% | 166 |
|
|
2014
Q2 | $28.9M | Sell |
914,145
-6,630
| -0.7% | -$209K | 0.17% | 170 |
|
|
2014
Q1 | $30.5M | Sell |
920,775
-15,570
| -2% | -$517K | 0.18% | 165 |
|
|
2013
Q4 | $29.9M | Sell |
936,345
-53,070
| -5% | -$1.7M | 0.18% | 165 |
|
|
2013
Q3 | $27.2M | Buy |
+989,415
| New | +$27.2M | 0.17% | 170 |
|