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LifePlan Financial Group’s Scully Royalty SRL Stock Holding History

LifePlan Financial Group’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
2019
Q2 		– Sell
-2
Closed – – 567
2019
Q1 		$0 Hold
2
– – ﹤0.01% 565
2018
Q4 		$0 Hold
2
– – ﹤0.01% 562
2018
Q3 		$0 Hold
2
– – ﹤0.01% 545
2018
Q2 		$0 Hold
2
– – ﹤0.01% 543
2018
Q1 		$0 Buy
+2
New +$13 ﹤0.01% 521

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's SRL Position: Q2 2019 in Review

LifePlan Financial Group sold out of Scully Royalty (SRL) in Q2 2019, closing a stake of 2 shares.

LifePlan Financial Group first reported a position in SRL in Q1 2018 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 21 funds tracked by Wall St. Rank hold SRL as of Q2 2019.

  • LifePlan Financial Group reported no remaining Scully Royalty position as of Q2 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 2 Scully Royalty shares in Q2 2019.
  • LifePlan Financial Group first reported a position in Scully Royalty in Q1 2018 and held it in 5 quarters.
  • LifePlan Financial Group's Scully Royalty position peaked at $0 in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.