SFS
PINE

Sowell Financial Services’s Alpine Income Property Trust PINE Stock Holding History

Sowell Financial Services’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,000
Closed -$60K – 3255
2020
Q4 		$60K Buy
+4,000
New +$60.2K ﹤0.01% 1332

Other funds holding PINE

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PRCP
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KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sowell Financial Services sold out of Alpine Income Property Trust (PINE) in Q1 2021, closing a stake of 4,000 shares — an estimated $60K sold.

Sowell Financial Services first reported a position in PINE in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 63 funds tracked by Wall St. Rank hold PINE as of Q1 2021.

  • Sowell Financial Services reported no remaining Alpine Income Property Trust position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,000 Alpine Income Property Trust shares in Q1 2021, an estimated $60K.
  • Sowell Financial Services first reported a position in Alpine Income Property Trust in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Alpine Income Property Trust position peaked at $60K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2021.

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