APP
SFL icon

Avantax Planning Partners’s SFL Corp SFL Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-429
Closed -$6K – 1027
2018
Q3 		$6K Buy
+429
New +$6.17K ﹤0.01% 1050
2018
Q2 		– Sell
-429
Closed -$6K – 1258
2018
Q1 		$6K Buy
+429
New +$6.42K ﹤0.01% 1283

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Avantax Planning Partners's SFL Position: Q4 2018 in Review

Avantax Planning Partners sold out of SFL Corp (SFL) in Q4 2018, closing a stake of 429 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in SFL in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 172 funds tracked by Wall St. Rank hold SFL as of Q4 2018.

  • Avantax Planning Partners reported no remaining SFL Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 429 SFL Corp shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in SFL Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SFL Corp position peaked at $6K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held SFL Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.