AG
SOS

Advisor Group’s SOS Limited SOS Stock Holding History

Advisor Group’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Sell
1
-1
-50% -$2.13K ﹤0.01% 4880
2019
Q3 		$7K Buy
2
+1
+100% +$3.99K ﹤0.01% 4516
2019
Q2 		$2K Buy
+1
New +$5.13K ﹤0.01% 5006
2019
Q1 		– Hold
0
– – – 5111
2018
Q4 		– Sell
-1
Closed -$15.6K – 5005
2018
Q3 		$16K Hold
1
– – ﹤0.01% 4032
2018
Q2 		$19K Hold
1
– – ﹤0.01% 3744
2018
Q1 		$43K Hold
1
– – ﹤0.01% 3178
2017
Q4 		$49K Buy
+1
New +$58K ﹤0.01% 3100

Other funds holding SOS

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisor Group's SOS Position: Q4 2019 in Review

Advisor Group reduced its SOS Limited (SOS) stake by 50% in Q4 2019, selling an estimated $2.13K and leaving 1 share worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4880.

Advisor Group first reported a position in SOS in Q4 2017 and has held it in 7 quarters since. The position peaked at $49K in Q4 2017. 16 funds tracked by Wall St. Rank hold SOS as of Q4 2019.

  • Advisor Group held 1 share of SOS Limited worth $3K as of Q4 2019.
  • Advisor Group sold 1 SOS Limited share in Q4 2019, an estimated $2.13K.
  • SOS Limited made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4880 holding.
  • Advisor Group first reported a position in SOS Limited in Q4 2017 and has held it in 7 quarters since.
  • Advisor Group's SOS Limited position peaked at $49K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held SOS Limited as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.