Arete Wealth Advisors’s SFL Corp SFL Stock Holding History

Arete Wealth Advisors’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
2016 Q4	–	Sell	-10,317	Closed	-$152K	–	195
2016 Q3	$152K	Sell	10,317 -1,000	-9%	-$15K	0.09%	144
2016 Q2	$167K	Hold	11,317	–	–	0.11%	130
2016 Q1	$157K	Buy	11,317 +267	+2%	+$3.59K	0.09%	137
2015 Q4	$183K	Sell	11,050 -2,267	-17%	-$38K	0.11%	121
2015 Q3	$216K	Sell	13,317 -270	-2%	-$4.41K	0.17%	106
2015 Q2	$222K	Buy	+13,587	New	+$217K	0.15%	120

Other funds holding SFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

DAM

Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return

Arete Wealth Advisors's SFL Position: Q4 2016 in Review

Arete Wealth Advisors sold out of SFL Corp (SFL) in Q4 2016, closing a stake of 10,317 shares — an estimated $152K sold.

Arete Wealth Advisors first reported a position in SFL in Q2 2015 and held it in 6 quarters. The position peaked at $222K in Q2 2015. 161 funds tracked by Wall St. Rank hold SFL as of Q4 2016.

Arete Wealth Advisors reported no remaining SFL Corp position as of Q4 2016 after selling out during the quarter.
Arete Wealth Advisors sold 10,317 SFL Corp shares in Q4 2016, an estimated $152K.
Arete Wealth Advisors first reported a position in SFL Corp in Q2 2015 and held it in 6 quarters.
Arete Wealth Advisors's SFL Corp position peaked at $222K in Q2 2015.
161 funds tracked by Wall St. Rank held SFL Corp as of Q4 2016.

Based on Arete Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.