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Sowell Financial Services’s Bristow Group VTOL Stock Holding History

Sowell Financial Services’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-640
Closed -$7K – 2680
2020
Q1 		$7K Hold
640
– – ﹤0.01% 1741
2019
Q4 		$13K Buy
+640
New +$12.7K ﹤0.01% 1603

Other funds holding VTOL

SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Sowell Financial Services sold out of Bristow Group (VTOL) in Q2 2020, closing a stake of 640 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in VTOL in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 98 funds tracked by Wall St. Rank hold VTOL as of Q2 2020.

  • Sowell Financial Services reported no remaining Bristow Group position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 640 Bristow Group shares in Q2 2020, an estimated $7K.
  • Sowell Financial Services first reported a position in Bristow Group in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Bristow Group position peaked at $13K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Bristow Group as of Q2 2020.

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