IFP Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

IFP Advisors’s Portfolio PER Stock Details PER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-329	Closed	-$1K	–	3248
2019 Q3	$1K	Buy	+329	New	+$563	﹤0.01%	2987
2018 Q3	–	Sell	-500	Closed	-$1K	–	4112
2018 Q2	$1K	Sell	500 -1,103	-69%	-$2.53K	﹤0.01%	3817
2018 Q1	$3K	Hold	1,603	–	–	﹤0.01%	3440
2017 Q4	$3K	Sell	1,603 -492	-23%	-$1.29K	﹤0.01%	3491
2017 Q3	$6K	Buy	2,095 +43	+2%	+$123	﹤0.01%	3349
2017 Q2	$6K	Buy	2,052 +244	+13%	+$741	﹤0.01%	3344
2017 Q1	$5K	Buy	1,808 +35	+2%	+$112	﹤0.01%	3353
2016 Q4	$5K	Buy	1,773 +367	+26%	+$1.11K	﹤0.01%	3348
2016 Q3	$4K	Buy	1,406 +538	+62%	+$1.41K	﹤0.01%	3385
2016 Q2	$2K	Buy	+868	New	+$2.2K	﹤0.01%	3535

Other funds holding PER

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

IFP Advisors's PER Position: Q4 2019 in Review

IFP Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q4 2019, closing a stake of 329 shares — an estimated $1K sold.

IFP Advisors first reported a position in PER in Q2 2016 and held it in 10 quarters. The position peaked at $6K in Q3 2017. 22 funds tracked by Wall St. Rank hold PER as of Q4 2019.

IFP Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q4 2019 after selling out during the quarter.
IFP Advisors sold 329 SANDRIDGE PERMIAN TRUST shares in Q4 2019, an estimated $1K.
IFP Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q2 2016 and held it in 10 quarters.
IFP Advisors's SANDRIDGE PERMIAN TRUST position peaked at $6K in Q3 2017.
22 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.