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Genovese Burford & Brothers Wealth & Retirement Plan Management’s SFL Corp SFL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2017
Q1 		– Sell
-200
Closed -$3K – 500
2016
Q4 		$3K Hold
200
– – ﹤0.01% 430
2016
Q3 		$2K Sell
200
-380
-66% -$5.69K ﹤0.01% 397
2016
Q2 		$8K Buy
+580
New +$8.63K ﹤0.01% 290

Other funds holding SFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's SFL Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of SFL Corp (SFL) in Q1 2017, closing a stake of 200 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SFL in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 158 funds tracked by Wall St. Rank hold SFL as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining SFL Corp position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 200 SFL Corp shares in Q1 2017, an estimated $3K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SFL Corp in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's SFL Corp position peaked at $8K in Q2 2016.
  • 158 funds tracked by Wall St. Rank held SFL Corp as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.