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Gary Goldberg Planning Services’s SFL Corp SFL Stock Holding History

Gary Goldberg Planning Services’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
2013
Q3 		– Sell
-4,709
Closed -$70K – 374
2013
Q2 		$70K Buy
+4,709
New +$78.7K 0.04% 152

Other funds holding SFL

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's SFL Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of SFL Corp (SFL) in Q3 2013, closing a stake of 4,709 shares — an estimated $70K sold.

Gary Goldberg Planning Services first reported a position in SFL in Q2 2013 and held it in 1 quarter. The position peaked at $70K in Q2 2013. 138 funds tracked by Wall St. Rank hold SFL as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining SFL Corp position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 4,709 SFL Corp shares in Q3 2013, an estimated $70K.
  • Gary Goldberg Planning Services first reported a position in SFL Corp in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's SFL Corp position peaked at $70K in Q2 2013.
  • 138 funds tracked by Wall St. Rank held SFL Corp as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.