SFS
ITIC

Sowell Financial Services’s Investors Title Co ITIC Stock Holding History

Sowell Financial Services’s Portfolio ITIC Stock Details ITIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-73
Closed -$12K – 2557
2019
Q4 		$12K Buy
+73
New +$11.8K ﹤0.01% 1624

Other funds holding ITIC

MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sowell Financial Services's ITIC Position: Q1 2020 in Review

Sowell Financial Services sold out of Investors Title Co (ITIC) in Q1 2020, closing a stake of 73 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in ITIC in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 69 funds tracked by Wall St. Rank hold ITIC as of Q1 2020.

  • Sowell Financial Services reported no remaining Investors Title Co position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 73 Investors Title Co shares in Q1 2020, an estimated $12K.
  • Sowell Financial Services first reported a position in Investors Title Co in Q4 2019 and held it in 1 quarter.
  • Sowell Financial Services's Investors Title Co position peaked at $12K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Investors Title Co as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.