HWA
SCM

Heritage Wealth Advisors’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

Heritage Wealth Advisors’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-35
Closed -$1.85K – 615
2019
Q4 		$1.85K Buy
+35
New +$1.85K ﹤0.01% 573

Other funds holding SCM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Heritage Wealth Advisors's SCM Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q1 2020, closing a stake of 35 shares — an estimated $1.85K sold.

Heritage Wealth Advisors first reported a position in SCM in Q4 2019 and held it in 1 quarter. The position peaked at $1.85K in Q4 2019. 6 funds tracked by Wall St. Rank hold SCM as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 35 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q1 2020, an estimated $1.85K.
  • Heritage Wealth Advisors first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $1.85K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.