Zeke Capital Advisors’s Stifel SF Stock Holding History

Zeke Capital 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
2018 Q3	–	Sell	-9,317	Closed	-$216K	–	734
2018 Q2	$216K	Sell	9,317 -867	-9%	-$22.6K	0.02%	527
2018 Q1	$268K	Buy	10,184 +867	+9%	+$24.6K	0.02%	474
2017 Q4	$247K	Buy	+9,317	New	+$228K	0.03%	440

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

Zeke Capital Advisors's SF Position: Q3 2018 in Review

Zeke Capital Advisors sold out of Stifel (SF) in Q3 2018, closing a stake of 9,317 shares — an estimated $216K sold.

Zeke Capital Advisors first reported a position in SF in Q4 2017 and held it in 3 quarters. The position peaked at $268K in Q1 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

Zeke Capital Advisors reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
Zeke Capital Advisors sold 9,317 Stifel shares in Q3 2018, an estimated $216K.
Zeke Capital Advisors first reported a position in Stifel in Q4 2017 and held it in 3 quarters.
Zeke Capital Advisors's Stifel position peaked at $268K in Q1 2018.
270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Zeke Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.