WFA of San Diego’s Stifel SF Stock Holding History

WFA of San Diego’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
2020 Q3	–	Sell	-10,490	Closed	-$297K	–	214
2020 Q2	$297K	Buy	+10,490	New	+$211K	0.07%	207

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

WFA of San Diego's SF Position: Q3 2020 in Review

WFA of San Diego sold out of Stifel (SF) in Q3 2020, closing a stake of 10,490 shares — an estimated $297K sold.

WFA of San Diego first reported a position in SF in Q2 2020 and held it in 1 quarter. The position peaked at $297K in Q2 2020. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

WFA of San Diego reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 10,490 Stifel shares in Q3 2020, an estimated $297K.
WFA of San Diego first reported a position in Stifel in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Stifel position peaked at $297K in Q2 2020.
277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.