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SFS
Sowell Financial Services’s
FlexShares Emerging Markets Quality Low Volatility Index Fund
QLVE
Stock Holding History
Sowell Financial Services’s Portfolio
QLVE Stock Details
QLVE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-4,319
Closed
-$119K
–
2188
2021
Q1
$119K
Buy
4,319
+875
+25%
+$24.2K
﹤0.01%
1291
2020
Q4
$92K
Buy
3,444
+3,286
+2,080%
+$83.5K
﹤0.01%
1183
2020
Q3
$4K
Buy
+158
New
+$3.81K
﹤0.01%
2072
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$757B AUM
28.64%
1-Year Est. Return
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$93.1B AUM
61.18%
1-Year Est. Return
CP
Castleview Partners
Dallas, Texas
$195M AUM
15.9%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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