OWA
SDI

One Wealth Advisors’s Standard Diversified Inc. Class A Common Stock SDI Stock Holding History

One Wealth Advisors’s Portfolio SDI Stock Details SDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-120
Closed -$2K – 554
2019
Q1 		$2K Buy
+120
New +$1.91K ﹤0.01% 513
2018
Q4 		– Sell
-120
Closed -$2K – 549
2018
Q3 		$2K Buy
+120
New +$1.94K ﹤0.01% 532

Other funds holding SDI

SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
PCP
Prisma Capital Partners New York $17.5M AUM 42.28% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Advisors's SDI Position: Q2 2019 in Review

One Wealth Advisors sold out of Standard Diversified Inc. Class A Common Stock (SDI) in Q2 2019, closing a stake of 120 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in SDI in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 15 funds tracked by Wall St. Rank hold SDI as of Q2 2019.

  • One Wealth Advisors reported no remaining Standard Diversified Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 120 Standard Diversified Inc. Class A Common Stock shares in Q2 2019, an estimated $2K.
  • One Wealth Advisors first reported a position in Standard Diversified Inc. Class A Common Stock in Q3 2018 and held it in 2 quarters.
  • One Wealth Advisors's Standard Diversified Inc. Class A Common Stock position peaked at $2K in Q1 2019.
  • 15 funds tracked by Wall St. Rank held Standard Diversified Inc. Class A Common Stock as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.