IBEX Wealth Advisors’s SFL Corp SFL Stock Holding History

IBEX 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
2017 Q1	–	Sell	-565	Closed	-$9K	–	328
2016 Q4	$9K	Buy	+565	New	+$7.92K	﹤0.01%	306

Other funds holding SFL

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

BlackRock New York $6.73T AUM 46.02% 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

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

DAM

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

IBEX Wealth Advisors's SFL Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of SFL Corp (SFL) in Q1 2017, closing a stake of 565 shares — an estimated $9K sold.

IBEX Wealth Advisors first reported a position in SFL in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 158 funds tracked by Wall St. Rank hold SFL as of Q1 2017.

IBEX Wealth Advisors reported no remaining SFL Corp position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 565 SFL Corp shares in Q1 2017, an estimated $9K.
IBEX Wealth Advisors first reported a position in SFL Corp in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's SFL Corp position peaked at $9K in Q4 2016.
158 funds tracked by Wall St. Rank held SFL Corp as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.