SFS
ICON

Sowell Financial Services’s Iconix Brand Group, Inc. ICON Stock Holding History

Sowell Financial Services’s Portfolio ICON Stock Details ICON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,120
Closed -$34K – 302
2017
Q4 		$34K Buy
+2,120
New +$60.1K 0.01% 259
2017
Q1 		– Sell
-367
Closed -$35K – 622
2016
Q4 		$35K Buy
+367
New +$32K 0.01% 375

Other funds holding ICON

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sowell Financial Services's ICON Position: Q1 2018 in Review

Sowell Financial Services sold out of Iconix Brand Group, Inc. (ICON) in Q1 2018, closing a stake of 2,120 shares — an estimated $34K sold.

Sowell Financial Services first reported a position in ICON in Q4 2016 and held it in 2 quarters. The position peaked at $35K in Q4 2016. 94 funds tracked by Wall St. Rank hold ICON as of Q1 2018.

  • Sowell Financial Services reported no remaining Iconix Brand Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Sowell Financial Services sold 2,120 Iconix Brand Group, Inc. shares in Q1 2018, an estimated $34K.
  • Sowell Financial Services first reported a position in Iconix Brand Group, Inc. in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Iconix Brand Group, Inc. position peaked at $35K in Q4 2016.
  • 94 funds tracked by Wall St. Rank held Iconix Brand Group, Inc. as of Q1 2018.

Based on Sowell Financial Services's 13F filing for Q1 2018, filed 10 May 2018.