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Sowell Financial Services’s Mistras Group MG Stock Holding History

Sowell Financial Services’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-102
Closed – – 2586
2020
Q1 		$0 Hold
102
– – ﹤0.01% 2591
2019
Q4 		$1K Hold
102
– – ﹤0.01% 2375
2019
Q3 		$2K Buy
+102
New +$1.56K ﹤0.01% 2101

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BRIM
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RA
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Rockefeller Capital Management
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sowell Financial Services sold out of Mistras Group (MG) in Q2 2020, closing a stake of 102 shares.

Sowell Financial Services first reported a position in MG in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 89 funds tracked by Wall St. Rank hold MG as of Q2 2020.

  • Sowell Financial Services reported no remaining Mistras Group position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 102 Mistras Group shares in Q2 2020.
  • Sowell Financial Services first reported a position in Mistras Group in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Mistras Group position peaked at $2K in Q3 2019.
  • 89 funds tracked by Wall St. Rank held Mistras Group as of Q2 2020.

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