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Sowell Financial Services’s El Pollo Loco LOCO Stock Holding History

Sowell Financial Services’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-256
Closed -$4K – 2579
2019
Q4 		$4K Hold
256
– – ﹤0.01% 1981
2019
Q3 		$3K Buy
+256
New +$2.71K ﹤0.01% 1943

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sowell Financial Services sold out of El Pollo Loco (LOCO) in Q1 2020, closing a stake of 256 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in LOCO in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 103 funds tracked by Wall St. Rank hold LOCO as of Q1 2020.

  • Sowell Financial Services reported no remaining El Pollo Loco position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 256 El Pollo Loco shares in Q1 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in El Pollo Loco in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's El Pollo Loco position peaked at $4K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2020.

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