AMI
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Amica Mutual Insurance’s Schwab US REIT ETF SCHH Stock Holding History

Amica Mutual Insurance’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,331,174
Closed -$27.3M – 395
2016
Q4 		$27.3M Hold
1,331,174
– – 2.44% 3
2016
Q3 		$28.4M Buy
+1,331,174
New +$29.2M 2.68% 2

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Amica Mutual Insurance's SCHH Position: Q1 2017 in Review

Amica Mutual Insurance sold out of Schwab US REIT ETF (SCHH) in Q1 2017, closing a stake of 1,331,174 shares — an estimated $27.3M sold.

Amica Mutual Insurance first reported a position in SCHH in Q3 2016 and held it in 2 quarters. The position peaked at $28.4M in Q3 2016. 218 funds tracked by Wall St. Rank hold SCHH as of Q1 2017.

  • Amica Mutual Insurance reported no remaining Schwab US REIT ETF position as of Q1 2017 after selling out during the quarter.
  • Amica Mutual Insurance sold 1,331,174 Schwab US REIT ETF shares in Q1 2017, an estimated $27.3M.
  • Amica Mutual Insurance first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 2 quarters.
  • Amica Mutual Insurance's Schwab US REIT ETF position peaked at $28.4M in Q3 2016.
  • 218 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2017.

Based on Amica Mutual Insurance's 13F filing for Q1 2017, filed 1 May 2017.