Avior Wealth Management’s Scully Royalty SRL Stock Holding History

Avior 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
2014 Q4	–	Sell	-22	Closed	-$1K	–	341
2014 Q3	$1K	Buy	+22	New	+$842	﹤0.01%	322

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Kidron Capital Minnetonka, Minnesota $64M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BSCM

Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Avior Wealth Management's SRL Position: Q4 2014 in Review

Avior Wealth Management sold out of Scully Royalty (SRL) in Q4 2014, closing a stake of 22 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in SRL in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 58 funds tracked by Wall St. Rank hold SRL as of Q4 2014.

Avior Wealth Management reported no remaining Scully Royalty position as of Q4 2014 after selling out during the quarter.
Avior Wealth Management sold 22 Scully Royalty shares in Q4 2014, an estimated $1K.
Avior Wealth Management first reported a position in Scully Royalty in Q3 2014 and held it in 1 quarter.
Avior Wealth Management's Scully Royalty position peaked at $1K in Q3 2014.
58 funds tracked by Wall St. Rank held Scully Royalty as of Q4 2014.

Based on Avior Wealth Management's 13F filing for Q4 2014, filed 12 Feb 2015.