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Planning Solutions Group’s SFL Corp SFL Stock Holding History

Planning Solutions 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
2019
Q2 		$964K Sell
77,079
-2,512
-3% -$31.7K 0.5% 37
2019
Q1 		$982K Buy
79,591
+7,941
+11% +$96K 0.53% 38
2018
Q4 		$754K Buy
+71,650
New +$898K 0.46% 44

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Planning Solutions Group's SFL Position: Q2 2019 in Review

Planning Solutions Group reduced its SFL Corp (SFL) stake by 3.2% in Q2 2019, selling an estimated $31.7K and leaving 77,079 shares worth $964K. The position accounts for 0.5% of the portfolio, ranked #37.

Planning Solutions Group first reported a position in SFL in Q4 2018 and has held it in 3 quarters since. The position peaked at $982K in Q1 2019. 154 funds tracked by Wall St. Rank hold SFL as of Q2 2019.

  • Planning Solutions Group held 77,079 shares of SFL Corp worth $964K as of Q2 2019.
  • Planning Solutions Group sold 2,512 SFL Corp shares in Q2 2019, an estimated $31.7K.
  • SFL Corp made up 0.5% of Planning Solutions Group's portfolio in Q2 2019, its #37 holding.
  • Planning Solutions Group first reported a position in SFL Corp in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's SFL Corp position peaked at $982K in Q1 2019.
  • 154 funds tracked by Wall St. Rank held SFL Corp as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.