AG
SCM

Aperio Group’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

Aperio Group’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-120,594
Closed -$7.41M – 1822
2014
Q1 		$7.41M Buy
+120,594
New +$7.41M 0.1% 243
2013
Q4 		– Sell
-112,621
Closed -$5.41M – 271
2013
Q3 		$5.41M Buy
112,621
+10,106
+10% +$486K 0.1% 248
2013
Q2 		$4.48M Buy
+102,515
New +$4.48M 0.11% 233

Other funds holding SCM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Aperio Group's SCM Position: Q2 2014 in Review

Aperio Group sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q2 2014, closing a stake of 120,594 shares — an estimated $7.41M sold.

Aperio Group first reported a position in SCM in Q2 2013 and held it in 3 quarters. The position peaked at $7.41M in Q1 2014. 10 funds tracked by Wall St. Rank hold SCM as of Q2 2014.

  • Aperio Group reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q2 2014 after selling out during the quarter.
  • Aperio Group sold 120,594 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q2 2014, an estimated $7.41M.
  • Aperio Group first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q2 2013 and held it in 3 quarters.
  • Aperio Group's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $7.41M in Q1 2014.
  • 10 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q2 2014.

Based on Aperio Group's 13F filing for Q2 2014, filed 23 Jul 2014.