Wright Investors Service’s Stifel SF Stock Holding History

Wright Investors Service’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	-10,969	Closed	-$289K	–	180
2018 Q1	$289K	Buy	+10,969	New	+$311K	0.1%	164

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Wright Investors Service's SF Position: Q2 2018 in Review

Wright Investors Service sold out of Stifel (SF) in Q2 2018, closing a stake of 10,969 shares — an estimated $289K sold.

Wright Investors Service first reported a position in SF in Q1 2018 and held it in 1 quarter. The position peaked at $289K in Q1 2018. 283 funds tracked by Wall St. Rank hold SF as of Q2 2018.

Wright Investors Service reported no remaining Stifel position as of Q2 2018 after selling out during the quarter.
Wright Investors Service sold 10,969 Stifel shares in Q2 2018, an estimated $289K.
Wright Investors Service first reported a position in Stifel in Q1 2018 and held it in 1 quarter.
Wright Investors Service's Stifel position peaked at $289K in Q1 2018.
283 funds tracked by Wall St. Rank held Stifel as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.