Greenwood Investments’s Scully Royalty SRL Stock Holding History

Greenwood 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
2014 Q2	–	Sell	-88,042	Closed	-$3.5M	–	19
2014 Q1	$3.5M	Sell	88,042 -6,315	-7%	-$242K	2.32%	17
2013 Q4	$3.77M	Sell	94,357 -31,000	-25%	-$1.23M	2.49%	16
2013 Q3	$5.26M	Buy	125,357 +10,000	+9%	+$418K	3.64%	13
2013 Q2	$4.66M	Buy	+115,357	New	+$4.83M	3.05%	17

Other funds holding SRL

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CCB

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BSCM

Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return

Greenwood Investments's SRL Position: Q2 2014 in Review

Greenwood Investments sold out of Scully Royalty (SRL) in Q2 2014, closing a stake of 88,042 shares — an estimated $3.5M sold.

Greenwood Investments first reported a position in SRL in Q2 2013 and held it in 4 quarters. The position peaked at $5.26M in Q3 2013. 62 funds tracked by Wall St. Rank hold SRL as of Q2 2014.

Greenwood Investments reported no remaining Scully Royalty position as of Q2 2014 after selling out during the quarter.
Greenwood Investments sold 88,042 Scully Royalty shares in Q2 2014, an estimated $3.5M.
Greenwood Investments first reported a position in Scully Royalty in Q2 2013 and held it in 4 quarters.
Greenwood Investments's Scully Royalty position peaked at $5.26M in Q3 2013.
62 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2014.

Based on Greenwood Investments's 13F filing for Q2 2014, filed 13 Aug 2014.