EWM
SCE.PRF.CL

Edge Wealth Management’s Sce Trust I SCE.PRF.CL Stock Holding History

Edge Wealth Management’s Portfolio SCE.PRF.CL Stock Details SCE.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-43,448
Closed -$1.03M – 445
2014
Q2 		$1.03M Hold
43,448
– – 0.43% 38
2014
Q1 		$988K Buy
+43,448
New +$960K 0.41% 40

Other funds holding SCE.PRF.CL

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Edge Wealth Management's SCE.PRF.CL Position: Q3 2014 in Review

Edge Wealth Management sold out of Sce Trust I (SCE.PRF.CL) in Q3 2014, closing a stake of 43,448 shares — an estimated $1.03M sold.

Edge Wealth Management first reported a position in SCE.PRF.CL in Q1 2014 and held it in 2 quarters. The position peaked at $1.03M in Q2 2014. 7 funds tracked by Wall St. Rank hold SCE.PRF.CL as of Q3 2014.

  • Edge Wealth Management reported no remaining Sce Trust I position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 43,448 Sce Trust I shares in Q3 2014, an estimated $1.03M.
  • Edge Wealth Management first reported a position in Sce Trust I in Q1 2014 and held it in 2 quarters.
  • Edge Wealth Management's Sce Trust I position peaked at $1.03M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Sce Trust I as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.