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MinichMacGregor Wealth Management’s SFL Corp SFL Stock Holding History

MinichMacGregor Wealth 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
2016
Q1 		– Sell
-178
Closed -$2K – 477
2015
Q4 		$2K Buy
+178
New +$2.98K ﹤0.01% 335

Other funds holding SFL

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
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 $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MinichMacGregor Wealth Management's SFL Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of SFL Corp (SFL) in Q1 2016, closing a stake of 178 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in SFL in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 162 funds tracked by Wall St. Rank hold SFL as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining SFL Corp position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 178 SFL Corp shares in Q1 2016, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in SFL Corp in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's SFL Corp position peaked at $2K in Q4 2015.
  • 162 funds tracked by Wall St. Rank held SFL Corp as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.