SFS
SFR

Sowell Financial Services’s Starwood Waypoint Homes SFR Stock Holding History

Sowell Financial Services’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-432
Closed -$14K – 646
2016
Q4 		$14K Buy
+432
New +$12.6K ﹤0.01% 461

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sowell Financial Services sold out of Starwood Waypoint Homes (SFR) in Q1 2017, closing a stake of 432 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in SFR in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 202 funds tracked by Wall St. Rank hold SFR as of Q1 2017.

  • Sowell Financial Services reported no remaining Starwood Waypoint Homes position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 432 Starwood Waypoint Homes shares in Q1 2017, an estimated $14K.
  • Sowell Financial Services first reported a position in Starwood Waypoint Homes in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Starwood Waypoint Homes position peaked at $14K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q1 2017.

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