Joel Isaacson & Co’s Service Corp International SCI Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-1,000	Closed	-$28K	–	466
2016 Q4	$28K	Hold	1,000	–	–	0.01%	398
2016 Q3	$27K	Hold	1,000	–	–	0.01%	426
2016 Q2	$27K	Hold	1,000	–	–	0.01%	414
2016 Q1	$25K	Buy	+1,000	New	+$23.7K	0.01%	454

Other funds holding SCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Joel Isaacson & Co's SCI Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Service Corp International (SCI) in Q1 2017, closing a stake of 1,000 shares — an estimated $28K sold.

Joel Isaacson & Co first reported a position in SCI in Q1 2016 and held it in 4 quarters. The position peaked at $28K in Q4 2016. 313 funds tracked by Wall St. Rank hold SCI as of Q1 2017.

Joel Isaacson & Co reported no remaining Service Corp International position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,000 Service Corp International shares in Q1 2017, an estimated $28K.
Joel Isaacson & Co first reported a position in Service Corp International in Q1 2016 and held it in 4 quarters.
Joel Isaacson & Co's Service Corp International position peaked at $28K in Q4 2016.
313 funds tracked by Wall St. Rank held Service Corp International as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.