Next Financial Group’s SFL Corp SFL Stock Holding History

Next Financial Group’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
2021 Q3	–	Sell	-516	Closed	-$4K	–	2808
2021 Q2	$4K	Hold	516	–	–	﹤0.01%	2275
2021 Q1	$4K	Sell	516 -15	-3%	-$111	﹤0.01%	2180
2020 Q4	$3K	Buy	531 +15	+3%	+$104	﹤0.01%	2128
2020 Q3	$4K	Buy	+516	New	+$4.51K	﹤0.01%	1925
2020 Q2	–	Sell	-516	Closed	-$5K	–	1668
2020 Q1	$5K	Hold	516	–	–	﹤0.01%	1720
2019 Q4	$8K	Hold	516	–	–	﹤0.01%	1852
2019 Q3	$7K	Hold	516	–	–	﹤0.01%	1834
2019 Q2	$6K	Buy	+516	New	+$6.52K	﹤0.01%	1846
2019 Q1	–	Sell	-516	Closed	-$5K	–	2057
2018 Q4	$5K	Buy	+516	New	+$6.46K	﹤0.01%	1557
2017 Q1	–	Sell	-6,228	Closed	-$92K	–	2228
2016 Q4	$92K	Buy	6,228 +4,191	+206%	+$58.8K	0.02%	718
2016 Q3	$30K	Buy	2,037 +1,766	+652%	+$26.4K	0.01%	1178
2016 Q2	$3K	Hold	271	–	–	﹤0.01%	1533
2016 Q1	$3K	Hold	271	–	–	﹤0.01%	1488
2015 Q4	$4K	Hold	271	–	–	﹤0.01%	1468
2015 Q3	$4K	Sell	271 -485	-64%	-$7.92K	﹤0.01%	1497
2015 Q2	$12K	Sell	756 -570	-43%	-$9.12K	﹤0.01%	1208
2015 Q1	$19K	Hold	1,326	–	–	0.01%	1017
2014 Q4	$19K	Sell	1,326 -2,594	-66%	-$41.6K	0.01%	1003
2014 Q3	$66K	Buy	+3,920	New	+$72.8K	0.01%	819

Other funds holding SFL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Next Financial Group's SFL Position: Q3 2021 in Review

Next Financial Group sold out of SFL Corp (SFL) in Q3 2021, closing a stake of 516 shares — an estimated $4K sold.

Next Financial Group first reported a position in SFL in Q3 2014 and held it in 19 quarters. The position peaked at $92K in Q4 2016. 153 funds tracked by Wall St. Rank hold SFL as of Q3 2021.

Next Financial Group reported no remaining SFL Corp position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 516 SFL Corp shares in Q3 2021, an estimated $4K.
Next Financial Group first reported a position in SFL Corp in Q3 2014 and held it in 19 quarters.
Next Financial Group's SFL Corp position peaked at $92K in Q4 2016.
153 funds tracked by Wall St. Rank held SFL Corp as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.