WAM
SFL icon

Wealthspire Advisors (Maryland)’s SFL Corp SFL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-7
Closed – – 1797
2016
Q2 		$0 Sell
7
-8
-53% -$119 ﹤0.01% 1793
2016
Q1 		$0 Buy
+15
New +$202 ﹤0.01% 1828

Other funds holding SFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SFL Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of SFL Corp (SFL) in Q3 2016, closing a stake of 7 shares.

Wealthspire Advisors (Maryland) first reported a position in SFL in Q1 2016 and held it in 2 quarters. The position peaked at $0 in Q2 2016. 150 funds tracked by Wall St. Rank hold SFL as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining SFL Corp position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7 SFL Corp shares in Q3 2016.
  • Wealthspire Advisors (Maryland) first reported a position in SFL Corp in Q1 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s SFL Corp position peaked at $0 in Q2 2016.
  • 150 funds tracked by Wall St. Rank held SFL Corp as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.