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WFG Advisors’s SFL Corp SFL Stock Holding History

WFG Advisors’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
2017
Q2 		$3K Buy
188
+138
+276% +$1.88K ﹤0.01% 1378
2017
Q1 		$1K Sell
50
-143
-74% -$2.13K ﹤0.01% 1427
2016
Q4 		$3K Buy
+193
New +$2.71K ﹤0.01% 1370
2015
Q2 		– Sell
-900
Closed -$13K – 1790
2015
Q1 		$13K Hold
900
– – ﹤0.01% 1127
2014
Q4 		$13K Sell
900
-500
-36% -$8.01K ﹤0.01% 1370
2014
Q3 		$24K Hold
1,400
– – ﹤0.01% 1213
2014
Q2 		$26K Buy
+1,400
New +$25.1K ﹤0.01% 1169
2014
Q1 		– Sell
-508
Closed -$8K – 2199
2013
Q4 		$8K Sell
508
-2,500
-83% -$40.8K ﹤0.01% 1646
2013
Q3 		$46K Buy
3,008
+2,500
+492% +$39.1K 0.01% 966
2013
Q2 		$8K Buy
+508
New +$8.49K ﹤0.01% 1540

Other funds holding SFL

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

WFG Advisors's SFL Position: Q2 2017 in Review

WFG Advisors increased its SFL Corp (SFL) stake by 276% in Q2 2017, buying an estimated $1.88K and bringing the position to 188 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

WFG Advisors first reported a position in SFL in Q2 2013 and has held it in 10 quarters since. The position peaked at $46K in Q3 2013. 145 funds tracked by Wall St. Rank hold SFL as of Q2 2017.

  • WFG Advisors held 188 shares of SFL Corp worth $3K as of Q2 2017.
  • WFG Advisors bought 138 SFL Corp shares in Q2 2017, an estimated $1.88K.
  • SFL Corp made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1378 holding.
  • WFG Advisors first reported a position in SFL Corp in Q2 2013 and has held it in 10 quarters since.
  • WFG Advisors's SFL Corp position peaked at $46K in Q3 2013.
  • 145 funds tracked by Wall St. Rank held SFL Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.