WC
SF

Whitney & Co’s Stifel SF Stock Holding History

Whitney & Co’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
Q4 		– Sell
-43
Closed -$1K – 389
2018
Q3 		$1K Buy
+43
New +$1.03K ﹤0.01% 513

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Whitney & Co's SF Position: Q4 2018 in Review

Whitney & Co sold out of Stifel (SF) in Q4 2018, closing a stake of 43 shares — an estimated $1K sold.

Whitney & Co first reported a position in SF in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • Whitney & Co reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 43 Stifel shares in Q4 2018, an estimated $1K.
  • Whitney & Co first reported a position in Stifel in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Stifel position peaked at $1K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.