SBIA
PER

Sheaff Brock Investment Advisors’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,180
Closed -$9K – 500
2020
Q2 		$9K Hold
20,180
– – ﹤0.01% 455
2020
Q1 		$9K Sell
20,180
-645
-3% -$529 ﹤0.01% 411
2019
Q4 		$18K Hold
20,825
– – ﹤0.01% 475
2019
Q3 		$35K Hold
20,825
– – ﹤0.01% 458
2019
Q2 		$38K Hold
20,825
– – ﹤0.01% 481
2019
Q1 		$49K Hold
20,825
– – 0.01% 493
2018
Q4 		$39K Buy
+20,825
New +$48.2K 0.01% 460

Other funds holding PER

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Sheaff Brock Investment Advisors's PER Position: Q3 2020 in Review

Sheaff Brock Investment Advisors sold out of SANDRIDGE PERMIAN TRUST (PER) in Q3 2020, closing a stake of 20,180 shares — an estimated $9K sold.

Sheaff Brock Investment Advisors first reported a position in PER in Q4 2018 and held it in 7 quarters. The position peaked at $49K in Q1 2019. 2 funds tracked by Wall St. Rank hold PER as of Q3 2020.

  • Sheaff Brock Investment Advisors reported no remaining SANDRIDGE PERMIAN TRUST position as of Q3 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 20,180 SANDRIDGE PERMIAN TRUST shares in Q3 2020, an estimated $9K.
  • Sheaff Brock Investment Advisors first reported a position in SANDRIDGE PERMIAN TRUST in Q4 2018 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's SANDRIDGE PERMIAN TRUST position peaked at $49K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q3 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.