Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: SFI Advisors LLC
  City: Montclair
  State: NJ
  Zip: 07042
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $117,099,000
  Total Value Change : $14,758,000
  Securities Held Change : 11
   
All Securities Held : 92
  New Positions : 29
  Closed Positions : 18
  Increased Positions : 13
  Unchanged Positions : 11
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EDI)1 Year Chart         EDI Stone Harbor Emerging Marke... 93 Closed $5.02 $0 0 0% -103,000 -19,593 0    N/A
   (PSEC)1 Year Chart         PSEC Prospect Capital Corp 99 Closed $5.47 $0 0 0% -72,000 -11,820 0    Asset Management
   (RYLD)1 Year Chart         RYLD Global X Russell 2000 Cover... 105 Closed $16.53 $0 0 0% -272,000 -15,949 0    N/A
   (PSL)1 Year Chart         PSL Invesco Dwa Consumer Staple... 98 Closed $94.19 $0 0 0% -232,000 -2,783 0    N/A
   (HYB)1 Year Chart         HYB New America High Income Fun... 104 Closed $7.17 $0 0 0% -92,000 -14,274 0    Closed - End Fund - Debt
   (BBN)1 Year Chart         BBN Blackrock Build America Bon... 110 Closed $15.74 $0 0 0% -221,000 -14,569 0    N/A
   (PBS)1 Year Chart         PBS Invesco Dynamic Media ETF 97 Closed $43.40 $0 0 0% -2,407,000 -74,199 0    Closed - End Fund - Debt
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 103 Closed $0.00 $0 0 0% -215,000 -5,295 0    N/A
   (FOF)1 Year Chart         FOF Cohen & Steers Closed-End O... 109 Closed $11.70 $0 0 0% -134,000 -12,990 0    Closed - End Fund - E...
   (IHF)1 Year Chart         IHF iShares Dow Jones U.S. Heal... 96 Closed $51.48 $0 0 0% -282,000 -1,147 0    Closed - End Fund - E...
   (BXMT)1 Year Chart         BXMT Blackstone Mortgage Trust Inc 102 Closed $17.86 $0 0 0% -233,000 -10,718 0    REIT - Diversified
   (WDI)1 Year Chart         WDI Western Asset Diversified I... 108 Closed $0.00 $0 0 0% -179,000 -13,552 0    N/A
   (FEN)1 Year Chart         FEN First Trust Energy Income 95 Closed $16.00 $0 0 0% -155,000 -11,805 0    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 101 Closed $79.30 $0 0 0% -3,396,000 -47,994 0    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 107 Closed $35.92 $0 0 0% -1,401,000 -44,235 0    N/A
   (VOD)1 Year Chart         VOD Vodafone Group Public Limit... 94 Closed $8.70 $0 0 0% -113,000 -11,894 0    Wireless Communications
   (FCOM)1 Year Chart         FCOM Fidelity Msci Telecommunica... 100 Closed $0.00 $0 0 0% -390,000 -9,816 0    N/A
   (CIF)1 Year Chart         CIF Mfs Intermediate High Incom... 106 Closed $1.70 $0 0 0% -91,000 -57,710 0    Closed - End Fund - E...
      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us