SFS
SOR

Sowell Financial Services’s Source Capital SOR Stock Holding History

Sowell Financial Services’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$4K – 2646
2019
Q3 		$4K Buy
+100
New +$3.63K ﹤0.01% 1871

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RCM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PC
Pecaut & Co Sioux City, Iowa $308M AUM 15.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's SOR Position: Q4 2019 in Review

Sowell Financial Services sold out of Source Capital (SOR) in Q4 2019, closing a stake of 100 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SOR in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 45 funds tracked by Wall St. Rank hold SOR as of Q4 2019.

  • Sowell Financial Services reported no remaining Source Capital position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 100 Source Capital shares in Q4 2019, an estimated $4K.
  • Sowell Financial Services first reported a position in Source Capital in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Source Capital position peaked at $4K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Source Capital as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.