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Reilly Financial Advisors’s SFL Corp SFL Stock Holding History

Reilly Financial Advisors’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
2018
Q2 		– Sell
-625
Closed -$9K – 1027
2018
Q1 		$9K Hold
625
– – ﹤0.01% 677
2017
Q4 		$10K Sell
625
-1,375
-69% -$20.6K ﹤0.01% 659
2017
Q3 		$29K Hold
2,000
– – ﹤0.01% 407
2017
Q2 		$27K Sell
2,000
-1,000
-33% -$13.6K ﹤0.01% 430
2017
Q1 		$44K Hold
3,000
– – 0.01% 313
2016
Q4 		$45K Buy
+3,000
New +$42.1K 0.01% 292

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Dimensional Fund Advisors
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Allianz Asset Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return