Gradient Investments’s Scully Royalty SRL Stock Holding History

Gradient Investments’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-270	Closed	-$3K	–	1223
2019 Q3	$3K	Buy	+270	New	+$3.51K	﹤0.01%	890

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Gradient Investments's SRL Position: Q4 2019 in Review

Gradient Investments sold out of Scully Royalty (SRL) in Q4 2019, closing a stake of 270 shares — an estimated $3K sold.

Gradient Investments first reported a position in SRL in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 15 funds tracked by Wall St. Rank hold SRL as of Q4 2019.

Gradient Investments reported no remaining Scully Royalty position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 270 Scully Royalty shares in Q4 2019, an estimated $3K.
Gradient Investments first reported a position in Scully Royalty in Q3 2019 and held it in 1 quarter.
Gradient Investments's Scully Royalty position peaked at $3K in Q3 2019.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.