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Integrated Wealth Management (Palm Desert)’s SFL Corp SFL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-5
Closed – – 864
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1308
2016
Q2 		$0 Hold
5
– – ﹤0.01% 1367
2016
Q1 		$0 Hold
5
– – ﹤0.01% 1313
2015
Q4 		$0 Sell
5
-400
-99% -$6.71K ﹤0.01% 1372
2015
Q3 		$7K Buy
405
+400
+8,000% +$6.53K ﹤0.01% 868
2015
Q2 		$0 Hold
5
– – ﹤0.01% 1454
2015
Q1 		$0 Buy
+5
New +$74 ﹤0.01% 1349

Other funds holding SFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SFL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SFL Corp (SFL) in Q4 2016, closing a stake of 5 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SFL in Q1 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2015. 161 funds tracked by Wall St. Rank hold SFL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining SFL Corp position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5 SFL Corp shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in SFL Corp in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s SFL Corp position peaked at $7K in Q3 2015.
  • 161 funds tracked by Wall St. Rank held SFL Corp as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.