SFS
FFG

Sowell Financial Services’s FBL Financial Group FFG Stock Holding History

Sowell Financial Services’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-23
Closed -$1K – 2798
2020
Q2 		$1K Buy
23
+1
+5% +$37 ﹤0.01% 2419
2020
Q1 		$1K Buy
22
+1
+5% +$51 ﹤0.01% 2371
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2475
2019
Q3 		$1K Buy
+21
New +$1.25K ﹤0.01% 2355

Other funds holding FFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Sowell Financial Services's FFG Position: Q3 2020 in Review

Sowell Financial Services sold out of FBL Financial Group (FFG) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in FFG in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 103 funds tracked by Wall St. Rank hold FFG as of Q3 2020.

  • Sowell Financial Services reported no remaining FBL Financial Group position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 23 FBL Financial Group shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in FBL Financial Group in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's FBL Financial Group position peaked at $1K in Q2 2020.
  • 103 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.