SIS
PER

Sound Income Strategies’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Sound Income Strategies’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
2019
Q3 		– Sell
-5,000
Closed -$9K – 795
2019
Q2 		$9K Hold
5,000
– – ﹤0.01% 356
2019
Q1 		$12K Hold
5,000
– – 0.01% 311
2018
Q4 		$9K Buy
+5,000
New +$11.6K ﹤0.01% 361

Other funds holding PER

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Sound Income Strategies's PER Position: Q3 2019 in Review

Sound Income Strategies sold out of SANDRIDGE PERMIAN TRUST (PER) in Q3 2019, closing a stake of 5,000 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in PER in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q1 2019. 22 funds tracked by Wall St. Rank hold PER as of Q3 2019.

  • Sound Income Strategies reported no remaining SANDRIDGE PERMIAN TRUST position as of Q3 2019 after selling out during the quarter.
  • Sound Income Strategies sold 5,000 SANDRIDGE PERMIAN TRUST shares in Q3 2019, an estimated $9K.
  • Sound Income Strategies first reported a position in SANDRIDGE PERMIAN TRUST in Q4 2018 and held it in 3 quarters.
  • Sound Income Strategies's SANDRIDGE PERMIAN TRUST position peaked at $12K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q3 2019.

Based on Sound Income Strategies's 13F filing for Q3 2019, filed 4 Oct 2019.