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Reilly Financial Advisors’s Superior Group of Companies SGC Stock Holding History

Reilly Financial Advisors’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-600
Closed -$12K – 892
2016
Q3 		$12K Buy
+600
New +$10.7K ﹤0.01% 496

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Reilly Financial Advisors's SGC Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Superior Group of Companies (SGC) in Q4 2016, closing a stake of 600 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in SGC in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 49 funds tracked by Wall St. Rank hold SGC as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Superior Group of Companies position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 600 Superior Group of Companies shares in Q4 2016, an estimated $12K.
  • Reilly Financial Advisors first reported a position in Superior Group of Companies in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Superior Group of Companies position peaked at $12K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held Superior Group of Companies as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.