WEC
SF

Winslow Evans & Crocker’s Stifel SF Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-108
Closed -$2.78K – 1161
2018
Q1 		$2.78K Hold
108
– – ﹤0.01% 979
2017
Q4 		$2.8K Sell
108
-526
-83% -$12.9K ﹤0.01% 993
2017
Q3 		$15K Buy
634
+2
+0.3% +$43 0.01% 732
2017
Q2 		$12.9K Sell
632
-25
-4% -$513 ﹤0.01% 857
2017
Q1 		$14.7K Sell
657
-18
-3% -$415 ﹤0.01% 804
2016
Q4 		$14.9K Sell
675
-189
-22% -$3.79K ﹤0.01% 792
2016
Q3 		$14.7K Buy
864
+14
+2% +$225 ﹤0.01% 809
2016
Q2 		$11.9K Sell
850
-253
-23% -$3.76K ﹤0.01% 830
2016
Q1 		$14.5K Sell
1,103
-342
-24% -$4.86K ﹤0.01% 785
2015
Q4 		$27.2K Buy
1,445
+95
+7% +$1.85K 0.01% 673
2015
Q3 		$25.2K Buy
1,350
+18
+1% +$408 0.01% 664
2015
Q2 		$34.2K Buy
+1,332
New +$32.8K 0.01% 635

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Winslow Evans & Crocker's SF Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of Stifel (SF) in Q2 2018, closing a stake of 108 shares — an estimated $2.78K sold.

Winslow Evans & Crocker first reported a position in SF in Q2 2015 and held it in 12 quarters. The position peaked at $34.2K in Q2 2015. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 108 Stifel shares in Q2 2018, an estimated $2.78K.
  • Winslow Evans & Crocker first reported a position in Stifel in Q2 2015 and held it in 12 quarters.
  • Winslow Evans & Crocker's Stifel position peaked at $34.2K in Q2 2015.
  • 283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.