Clear Perspective Advisors’s Southern California Edison Company 4.78% Cum. Pfd. SCE.PRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-99
Closed -$2K 428
2016
Q4
$2K Buy
+99
New +$2.49K ﹤0.01% 389

Clear Perspective Advisors's SCE.PRE Position: Q1 2017 in Review

Clear Perspective Advisors sold out of Southern California Edison Company 4.78% Cum. Pfd. (SCE.PRE) in Q1 2017, closing a stake of 99 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in SCE.PRE in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 0 funds tracked by Wall St. Rank hold SCE.PRE as of Q1 2017.

  • Clear Perspective Advisors reported no remaining Southern California Edison Company 4.78% Cum. Pfd. position as of Q1 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 99 Southern California Edison Company 4.78% Cum. Pfd. shares in Q1 2017, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Southern California Edison Company 4.78% Cum. Pfd. in Q4 2016 and held it in 1 quarter.
  • Clear Perspective Advisors's Southern California Edison Company 4.78% Cum. Pfd. position peaked at $2K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Southern California Edison Company 4.78% Cum. Pfd. as of Q1 2017.

Based on Clear Perspective Advisors's 13F filing for Q1 2017, filed 15 May 2017.