AWM
SRL icon

AE Wealth Management’s Scully Royalty SRL Stock Holding History

AE Wealth Management’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,000
Closed -$213K – 1062
2019
Q2 		$213K Buy
+16,000
New +$182K 0.01% 880

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's SRL Position: Q3 2019 in Review

AE Wealth Management sold out of Scully Royalty (SRL) in Q3 2019, closing a stake of 16,000 shares — an estimated $213K sold.

AE Wealth Management first reported a position in SRL in Q2 2019 and held it in 1 quarter. The position peaked at $213K in Q2 2019. 19 funds tracked by Wall St. Rank hold SRL as of Q3 2019.

  • AE Wealth Management reported no remaining Scully Royalty position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 16,000 Scully Royalty shares in Q3 2019, an estimated $213K.
  • AE Wealth Management first reported a position in Scully Royalty in Q2 2019 and held it in 1 quarter.
  • AE Wealth Management's Scully Royalty position peaked at $213K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.