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Geller Advisors’s Service Corp International SCI Stock Holding History

Geller Advisors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,923
Closed -$203K – 27
2013
Q3 		$203K Buy
+10,923
New +$203K 0.15% 26

Other funds holding SCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geller Advisors's SCI Position: Q4 2013 in Review

Geller Advisors sold out of Service Corp International (SCI) in Q4 2013, closing a stake of 10,923 shares — an estimated $203K sold.

Geller Advisors first reported a position in SCI in Q3 2013 and held it in 1 quarter. The position peaked at $203K in Q3 2013. 247 funds tracked by Wall St. Rank hold SCI as of Q4 2013.

  • Geller Advisors reported no remaining Service Corp International position as of Q4 2013 after selling out during the quarter.
  • Geller Advisors sold 10,923 Service Corp International shares in Q4 2013, an estimated $203K.
  • Geller Advisors first reported a position in Service Corp International in Q3 2013 and held it in 1 quarter.
  • Geller Advisors's Service Corp International position peaked at $203K in Q3 2013.
  • 247 funds tracked by Wall St. Rank held Service Corp International as of Q4 2013.

Based on Geller Advisors's 13F filing for Q4 2013, filed 5 Feb 2014.