Sowell Financial Services’s PBF Energy PBF Stock Holding History

Sowell Financial Services’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-168	Closed	-$1K	–	3251
2020 Q4	$1K	Buy	+168	New	+$1.09K	﹤0.01%	2605
2020 Q1	–	Sell	-55	Closed	-$2K	–	2620
2019 Q4	$2K	Buy	+55	New	+$1.69K	﹤0.01%	2218
2018 Q4	–	Sell	-12,711	Closed	-$634K	–	513
2018 Q3	$634K	Buy	12,711 +89	+0.7%	+$4.23K	0.09%	167
2018 Q2	$598K	Sell	12,622 -3,346	-21%	-$140K	0.13%	157
2018 Q1	$619K	Sell	15,968 -10,624	-40%	-$343K	0.15%	135
2017 Q4	$902K	Buy	+26,592	New	+$822K	0.22%	103
2017 Q1	–	Sell	-565	Closed	-$14K	–	488
2016 Q4	$14K	Buy	+565	New	+$13.8K	﹤0.01%	456

Other funds holding PBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's PBF Position: Q1 2021 in Review

Sowell Financial Services sold out of PBF Energy (PBF) in Q1 2021, closing a stake of 168 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in PBF in Q4 2016 and held it in 7 quarters. The position peaked at $902K in Q4 2017. 195 funds tracked by Wall St. Rank hold PBF as of Q1 2021.

Sowell Financial Services reported no remaining PBF Energy position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 168 PBF Energy shares in Q1 2021, an estimated $1K.
Sowell Financial Services first reported a position in PBF Energy in Q4 2016 and held it in 7 quarters.
Sowell Financial Services's PBF Energy position peaked at $902K in Q4 2017.
195 funds tracked by Wall St. Rank held PBF Energy as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.