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Sowell Financial Services’s Shenandoah Telecom SHEN Stock Holding History

Sowell Financial Services’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,759
Closed -$382K – 2646
2020
Q1 		$382K Buy
7,759
+973
+14% +$43.2K 0.03% 476
2019
Q4 		$282K Buy
6,786
+1,451
+27% +$51.4K 0.02% 604
2019
Q3 		$169K Buy
+5,335
New +$187K 0.01% 690

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
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TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's SHEN Position: Q2 2020 in Review

Sowell Financial Services sold out of Shenandoah Telecom (SHEN) in Q2 2020, closing a stake of 7,759 shares — an estimated $382K sold.

Sowell Financial Services first reported a position in SHEN in Q3 2019 and held it in 3 quarters. The position peaked at $382K in Q1 2020. 158 funds tracked by Wall St. Rank hold SHEN as of Q2 2020.

  • Sowell Financial Services reported no remaining Shenandoah Telecom position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 7,759 Shenandoah Telecom shares in Q2 2020, an estimated $382K.
  • Sowell Financial Services first reported a position in Shenandoah Telecom in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Shenandoah Telecom position peaked at $382K in Q1 2020.
  • 158 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.