SFS
NGHC

Sowell Financial Services’s National General Holdings Corp NGHC Stock Holding History

Sowell Financial Services’s Portfolio NGHC Stock Details NGHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-135
Closed -$3K – 2806
2020
Q2 		$3K Hold
135
– – ﹤0.01% 2097
2020
Q1 		$2K Hold
135
– – ﹤0.01% 2155
2019
Q4 		$3K Hold
135
– – ﹤0.01% 2135
2019
Q3 		$3K Buy
+135
New +$3.17K ﹤0.01% 2013

Other funds holding NGHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sowell Financial Services's NGHC Position: Q3 2020 in Review

Sowell Financial Services sold out of National General Holdings Corp (NGHC) in Q3 2020, closing a stake of 135 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in NGHC in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 176 funds tracked by Wall St. Rank hold NGHC as of Q3 2020.

  • Sowell Financial Services reported no remaining National General Holdings Corp position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 135 National General Holdings Corp shares in Q3 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in National General Holdings Corp in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's National General Holdings Corp position peaked at $3K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held National General Holdings Corp as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.