V
SOS

Veritable’s SOS Limited SOS Stock Holding History

Veritable’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3
Closed -$11K – 832
2019
Q3 		$11K Hold
3
– – ﹤0.01% 799
2019
Q2 		$11K Hold
3
– – ﹤0.01% 800
2019
Q1 		$24K Hold
3
– – ﹤0.01% 798
2018
Q4 		$22K Hold
3
– – ﹤0.01% 769
2018
Q3 		$63K Hold
3
– – ﹤0.01% 802
2018
Q2 		$48K Buy
3
+1
+50% +$27.1K ﹤0.01% 784
2018
Q1 		$60K Hold
2
– – ﹤0.01% 780
2017
Q4 		$69K Hold
2
– – ﹤0.01% 786
2017
Q3 		$79K Hold
2
– – ﹤0.01% 741
2017
Q2 		$69K Buy
+2
New +$105K ﹤0.01% 750

Other funds holding SOS

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Veritable's SOS Position: Q4 2019 in Review

Veritable sold out of SOS Limited (SOS) in Q4 2019, closing a stake of 3 shares — an estimated $11K sold.

Veritable first reported a position in SOS in Q2 2017 and held it in 10 quarters. The position peaked at $79K in Q3 2017. 16 funds tracked by Wall St. Rank hold SOS as of Q4 2019.

  • Veritable reported no remaining SOS Limited position as of Q4 2019 after selling out during the quarter.
  • Veritable sold 3 SOS Limited shares in Q4 2019, an estimated $11K.
  • Veritable first reported a position in SOS Limited in Q2 2017 and held it in 10 quarters.
  • Veritable's SOS Limited position peaked at $79K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held SOS Limited as of Q4 2019.

Based on Veritable's 13F filing for Q4 2019, filed 14 Feb 2020.