WFG Advisors’s Stifel SF Stock Holding History

WFG Advisors’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 Q2	–	Sell	-85	Closed	-$2K	–	1789
2015 Q1	$2K	Hold	85	–	–	﹤0.01%	1561
2014 Q4	$2K	Hold	85	–	–	﹤0.01%	1871
2014 Q3	$2K	Buy	+85	New	+$1.77K	﹤0.01%	1890

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

WFG Advisors's SF Position: Q2 2015 in Review

WFG Advisors sold out of Stifel (SF) in Q2 2015, closing a stake of 85 shares — an estimated $2K sold.

WFG Advisors first reported a position in SF in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 231 funds tracked by Wall St. Rank hold SF as of Q2 2015.

WFG Advisors reported no remaining Stifel position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 85 Stifel shares in Q2 2015, an estimated $2K.
WFG Advisors first reported a position in Stifel in Q3 2014 and held it in 3 quarters.
WFG Advisors's Stifel position peaked at $2K in Q1 2015.
231 funds tracked by Wall St. Rank held Stifel as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.