AIA
SCE.PRF.CL

Alerus Investment Advisors’s Sce Trust I SCE.PRF.CL Stock Holding History

Alerus Investment Advisors’s Portfolio SCE.PRF.CL Stock Details SCE.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$41K Hold
1,600
– – 0.01% 140
2015
Q4 		$40K Hold
1,600
– – 0.01% 149
2015
Q3 		$39K Buy
+1,600
New +$39.8K 0.01% 133

Other funds holding SCE.PRF.CL

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
DCM
Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Alerus Investment Advisors's SCE.PRF.CL Position: Q1 2016 in Review

Alerus Investment Advisors held its Sce Trust I (SCE.PRF.CL) position steady in Q1 2016 at 1,600 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #140.

Alerus Investment Advisors first reported a position in SCE.PRF.CL in Q3 2015 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold SCE.PRF.CL as of Q1 2016.

  • Alerus Investment Advisors held 1,600 shares of Sce Trust I worth $41K as of Q1 2016.
  • Alerus Investment Advisors left its Sce Trust I share count unchanged in Q1 2016.
  • Sce Trust I made up 0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #140 holding.
  • Alerus Investment Advisors first reported a position in Sce Trust I in Q3 2015 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Sce Trust I as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.