CPP
SCHW.PRC

Crow Point Partners’s The Charles Schwab Corporation SCHW.PRC Stock Holding History

Crow Point Partners’s Portfolio SCHW.PRC Stock Details SCHW.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$101K Buy
+4,000
New +$101K 0.01% 206

Other funds holding SCHW.PRC

PSC
Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return

Crow Point Partners's SCHW.PRC Position: Q3 2015 in Review

Crow Point Partners opened a new position in The Charles Schwab Corporation (SCHW.PRC) in Q3 2015: 4,000 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #206 among its holdings.

4 funds tracked by Wall St. Rank hold SCHW.PRC as of Q3 2015.

  • Crow Point Partners held 4,000 shares of The Charles Schwab Corporation worth $101K as of Q3 2015.
  • The Charles Schwab Corporation was a new Crow Point Partners position in Q3 2015.
  • The Charles Schwab Corporation made up 0.01% of Crow Point Partners's portfolio in Q3 2015, its #206 holding.
  • 4 funds tracked by Wall St. Rank held The Charles Schwab Corporation as of Q3 2015.

Based on Crow Point Partners's 13F filing for Q3 2015, filed 17 Dec 2015.