IPC
SCM

Independent Portfolio Consultants’s SWISSCOM AG ADS(RP 1/10 REG SH SCM Stock Holding History

Independent Portfolio Consultants’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
2014
Q1 		– Sell
-10,870
Closed -$576K – 507
2013
Q4 		$576K Buy
10,870
+1,060
+11% +$56.2K 0.2% 173
2013
Q3 		$471K Buy
9,810
+1,125
+13% +$54K 0.19% 218
2013
Q2 		$380K Buy
+8,685
New +$380K 0.17% 262

Other funds holding SCM

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Independent Portfolio Consultants's SCM Position: Q1 2014 in Review

Independent Portfolio Consultants sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q1 2014, closing a stake of 10,870 shares — an estimated $576K sold.

Independent Portfolio Consultants first reported a position in SCM in Q2 2013 and held it in 3 quarters. The position peaked at $576K in Q4 2013. 11 funds tracked by Wall St. Rank hold SCM as of Q1 2014.

  • Independent Portfolio Consultants reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q1 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 10,870 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q1 2014, an estimated $576K.
  • Independent Portfolio Consultants first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $576K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q1 2014.

Based on Independent Portfolio Consultants's 13F filing for Q1 2014, filed 13 May 2014.