KIA
SCE.PRF.CL

KCM Investment Advisors’s Sce Trust I SCE.PRF.CL Stock Holding History

KCM Investment Advisors’s Portfolio SCE.PRF.CL Stock Details SCE.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,900
Closed -$400K – 471
2013
Q4 		$400K Sell
19,900
-800
-4% -$16.6K 0.04% 322
2013
Q3 		$425K Sell
20,700
-600
-3% -$13.2K 0.05% 305
2013
Q2 		$503K Buy
+21,300
New +$550K 0.06% 278

Other funds holding SCE.PRF.CL

CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

KCM Investment Advisors's SCE.PRF.CL Position: Q1 2014 in Review

KCM Investment Advisors sold out of Sce Trust I (SCE.PRF.CL) in Q1 2014, closing a stake of 19,900 shares — an estimated $400K sold.

KCM Investment Advisors first reported a position in SCE.PRF.CL in Q2 2013 and held it in 3 quarters. The position peaked at $503K in Q2 2013. 9 funds tracked by Wall St. Rank hold SCE.PRF.CL as of Q1 2014.

  • KCM Investment Advisors reported no remaining Sce Trust I position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 19,900 Sce Trust I shares in Q1 2014, an estimated $400K.
  • KCM Investment Advisors first reported a position in Sce Trust I in Q2 2013 and held it in 3 quarters.
  • KCM Investment Advisors's Sce Trust I position peaked at $503K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held Sce Trust I as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.