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ACG Wealth’s SFL Corp SFL Stock Holding History

ACG Wealth’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,777
Closed -$183K – 344
2017
Q4 		$183K Hold
11,777
– – 0.03% 314
2017
Q3 		$171K Buy
11,777
+1,500
+15% +$20.5K 0.03% 264
2017
Q2 		$140K Hold
10,277
– – 0.02% 298
2017
Q1 		$151K Sell
10,277
-2,000
-16% -$29.7K 0.03% 272
2016
Q4 		$182K Buy
+12,277
New +$172K 0.04% 224

Other funds holding SFL

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ACG Wealth's SFL Position: Q1 2018 in Review

ACG Wealth sold out of SFL Corp (SFL) in Q1 2018, closing a stake of 11,777 shares — an estimated $183K sold.

ACG Wealth first reported a position in SFL in Q4 2016 and held it in 5 quarters. The position peaked at $183K in Q4 2017. 170 funds tracked by Wall St. Rank hold SFL as of Q1 2018.

  • ACG Wealth reported no remaining SFL Corp position as of Q1 2018 after selling out during the quarter.
  • ACG Wealth sold 11,777 SFL Corp shares in Q1 2018, an estimated $183K.
  • ACG Wealth first reported a position in SFL Corp in Q4 2016 and held it in 5 quarters.
  • ACG Wealth's SFL Corp position peaked at $183K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held SFL Corp as of Q1 2018.

Based on ACG Wealth's 13F filing for Q1 2018, filed 10 Apr 2018.