Edge Wealth Management’s SCE TRUST V SCE.PRK Stock Holding History

Edge Wealth Management’s Portfolio SCE.PRK Stock Details SCE.PRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,478	Closed	-$207K	–	631
2019 Q3	$207K	Hold	8,478	–	–	0.05%	135
2019 Q2	$204K	Hold	8,478	–	–	0.05%	140
2019 Q1	$189K	Buy	8,478 +2,800	+49%	+$61.3K	0.05%	140
2018 Q4	$119K	Sell	5,678 -4,700	-45%	-$108K	0.03%	172
2018 Q3	$256K	Buy	+10,378	New	+$265K	0.06%	125

Other funds holding SCE.PRK

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Edge Wealth Management's SCE.PRK Position: Q4 2019 in Review

Edge Wealth Management sold out of SCE TRUST V (SCE.PRK) in Q4 2019, closing a stake of 8,478 shares — an estimated $207K sold.

Edge Wealth Management first reported a position in SCE.PRK in Q3 2018 and held it in 5 quarters. The position peaked at $256K in Q3 2018. 1 fund tracked by Wall St. Rank holds SCE.PRK as of Q4 2019.

Edge Wealth Management reported no remaining SCE TRUST V position as of Q4 2019 after selling out during the quarter.
Edge Wealth Management sold 8,478 SCE TRUST V shares in Q4 2019, an estimated $207K.
Edge Wealth Management first reported a position in SCE TRUST V in Q3 2018 and held it in 5 quarters.
Edge Wealth Management's SCE TRUST V position peaked at $256K in Q3 2018.
1 fund tracked by Wall St. Rank held SCE TRUST V as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.