BCWM
SCO

Bartlett & Co Wealth Management’s SCOR ADS (ORD 1/10 SH FRF 25 P.V.) SCO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCO Stock Details SCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,000
Closed -$66.2K – 776
2018
Q4 		$66.2K Hold
15,000
– – ﹤0.01% 362
2018
Q3 		$68.4K Sell
15,000
-3,000
-17% -$13.7K ﹤0.01% 389
2018
Q2 		$65.7K Hold
18,000
– – ﹤0.01% 392
2018
Q1 		$73.6K Buy
+18,000
New +$73.6K ﹤0.01% 378

Other funds holding SCO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
HMS
Hanseatic Management Services Albuquerque, New Mexico $104M AUM

Bartlett & Co Wealth Management's SCO Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of SCOR ADS (ORD 1/10 SH FRF 25 P.V.) (SCO) in Q1 2019, closing a stake of 15,000 shares — an estimated $66.2K sold.

Bartlett & Co Wealth Management first reported a position in SCO in Q1 2018 and held it in 4 quarters. The position peaked at $73.6K in Q1 2018. 5 funds tracked by Wall St. Rank hold SCO as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining SCOR ADS (ORD 1/10 SH FRF 25 P.V.) position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 15,000 SCOR ADS (ORD 1/10 SH FRF 25 P.V.) shares in Q1 2019, an estimated $66.2K.
  • Bartlett & Co Wealth Management first reported a position in SCOR ADS (ORD 1/10 SH FRF 25 P.V.) in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's SCOR ADS (ORD 1/10 SH FRF 25 P.V.) position peaked at $73.6K in Q1 2018.
  • 5 funds tracked by Wall St. Rank held SCOR ADS (ORD 1/10 SH FRF 25 P.V.) as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.