SFS
NAME

Sowell Financial Services’s Rightside Group, Ltd. NAME Stock Holding History

Sowell Financial Services’s Portfolio NAME Stock Details NAME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$13K – 667
2016
Q4 		$13K Buy
+1,500
New +$12.4K ﹤0.01% 465

Other funds holding NAME

OMC
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's NAME Position: Q1 2017 in Review

Sowell Financial Services sold out of Rightside Group, Ltd. (NAME) in Q1 2017, closing a stake of 1,500 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in NAME in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 52 funds tracked by Wall St. Rank hold NAME as of Q1 2017.

  • Sowell Financial Services reported no remaining Rightside Group, Ltd. position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,500 Rightside Group, Ltd. shares in Q1 2017, an estimated $13K.
  • Sowell Financial Services first reported a position in Rightside Group, Ltd. in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Rightside Group, Ltd. position peaked at $13K in Q4 2016.
  • 52 funds tracked by Wall St. Rank held Rightside Group, Ltd. as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.