STIFEL FINANCIAL CORP

Q1 2014 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
2,063
Total value ($000)
$10,450,064
Net value change ($000)
—
New positions
2039
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 2/13/2020 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 272,014 —
AAPL 155,701 —
MSFT 136,379 —
GE 103,431 —
VZ 103,034 —
JNJ 95,995 —
IEFA 94,646 —
SF 88,709 —
QCOM 84,960 —
PFE 82,466 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type