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Sowell Financial Services’s Bank First Corp BFC Stock Holding History

Sowell Financial Services’s Portfolio BFC Stock Details BFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed -$56K – 2464
2020
Q1 		$56K Hold
1,000
– – ﹤0.01% 1014
2019
Q4 		$70K Hold
1,000
– – 0.01% 1021
2019
Q3 		$66K Buy
+1,000
New +$60.7K 0.01% 923

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
ZCM
Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's BFC Position: Q2 2020 in Review

Sowell Financial Services sold out of Bank First Corp (BFC) in Q2 2020, closing a stake of 1,000 shares — an estimated $56K sold.

Sowell Financial Services first reported a position in BFC in Q3 2019 and held it in 3 quarters. The position peaked at $70K in Q4 2019. 57 funds tracked by Wall St. Rank hold BFC as of Q2 2020.

  • Sowell Financial Services reported no remaining Bank First Corp position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 1,000 Bank First Corp shares in Q2 2020, an estimated $56K.
  • Sowell Financial Services first reported a position in Bank First Corp in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Bank First Corp position peaked at $70K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held Bank First Corp as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.