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Allworth Financial’s Scully Royalty SRL Stock Holding History

Allworth Financial’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
Q2 		– Sell
-2
Closed – – 1034
2019
Q1 		$0 Hold
2
– – ﹤0.01% 1029
2018
Q4 		$0 Buy
+2
New +$10 ﹤0.01% 937
2017
Q3 		– Sell
-2
Closed – – 799
2017
Q2 		$0 Hold
2
– – ﹤0.01% 820
2017
Q1 		$0 Hold
2
– – ﹤0.01% 814
2016
Q4 		$0 Hold
2
– – ﹤0.01% 736
2016
Q3 		$0 Hold
2
– – ﹤0.01% 737
2016
Q2 		$0 Hold
2
– – ﹤0.01% 674
2016
Q1 		$0 Hold
2
– – ﹤0.01% 660
2015
Q4 		$0 Hold
2
– – ﹤0.01% 657
2015
Q3 		$0 Hold
2
– – ﹤0.01% 641
2015
Q2 		$0 Buy
+2
New +$43 ﹤0.01% 631

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's SRL Position: Q2 2019 in Review

Allworth Financial sold out of Scully Royalty (SRL) in Q2 2019, closing a stake of 2 shares.

Allworth Financial first reported a position in SRL in Q2 2015 and held it in 11 quarters. The position peaked at $0 in Q1 2019. 21 funds tracked by Wall St. Rank hold SRL as of Q2 2019.

  • Allworth Financial reported no remaining Scully Royalty position as of Q2 2019 after selling out during the quarter.
  • Allworth Financial sold 2 Scully Royalty shares in Q2 2019.
  • Allworth Financial first reported a position in Scully Royalty in Q2 2015 and held it in 11 quarters.
  • Allworth Financial's Scully Royalty position peaked at $0 in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2019.

Based on Allworth Financial's 13F filing for Q2 2019, filed 25 Jul 2019.