WealthTrust-Arizona’s SFL Corp SFL Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$26K	Hold	2,500	–	–	0.02%	227
2018 Q3	$35K	Hold	2,500	–	–	0.02%	206
2018 Q2	$37K	Hold	2,500	–	–	0.02%	194
2018 Q1	$36K	Hold	2,500	–	–	0.02%	198
2017 Q4	$39K	Hold	2,500	–	–	0.02%	193
2017 Q3	$36K	Hold	2,500	–	–	0.02%	201
2017 Q2	$34K	Hold	2,500	–	–	0.02%	197
2017 Q1	$37K	Hold	2,500	–	–	0.02%	187
2016 Q4	$37K	Hold	2,500	–	–	0.02%	182
2016 Q3	$37K	Buy	2,500 +900	+56%	+$13.5K	0.02%	178
2016 Q2	$24K	Hold	1,600	–	–	0.01%	216
2016 Q1	$22K	Hold	1,600	–	–	0.01%	218
2015 Q4	$27K	Buy	1,600 +600	+60%	+$10.1K	0.02%	211
2015 Q3	$16K	Hold	1,000	–	–	0.01%	303
2015 Q2	$16K	Sell	1,000 -1,000	-50%	-$16K	0.01%	328
2015 Q1	$30K	Hold	2,000	–	–	0.02%	218
2014 Q4	$28K	Hold	2,000	–	–	0.02%	219
2014 Q3	$34K	Hold	2,000	–	–	0.04%	207
2014 Q2	$37K	Hold	2,000	–	–	0.04%	204
2014 Q1	$36K	Buy	2,000 +400	+25%	+$6.93K	0.04%	203
2013 Q4	$26K	Hold	1,600	–	–	0.03%	231
2013 Q3	$24K	Hold	1,600	–	–	0.03%	221
2013 Q2	$24K	Buy	+1,600	New	+$26.7K	0.03%	206

Other funds holding SFL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

WealthTrust-Arizona's SFL Position: Q4 2018 in Review

WealthTrust-Arizona held its SFL Corp (SFL) position steady in Q4 2018 at 2,500 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #227.

WealthTrust-Arizona first reported a position in SFL in Q2 2013 and has held it in 23 quarters since. The position peaked at $39K in Q4 2017. 172 funds tracked by Wall St. Rank hold SFL as of Q4 2018.

WealthTrust-Arizona held 2,500 shares of SFL Corp worth $26K as of Q4 2018.
WealthTrust-Arizona left its SFL Corp share count unchanged in Q4 2018.
SFL Corp made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #227 holding.
WealthTrust-Arizona first reported a position in SFL Corp in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's SFL Corp position peaked at $39K in Q4 2017.
172 funds tracked by Wall St. Rank held SFL Corp as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.