MWM
SC

MorganRosel Wealth Management’s SANTANDER CONSUMER USA HOLDINGS INC SC Stock Holding History

MorganRosel Wealth Management’s Portfolio SC Stock Details SC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-23,430
Closed -$548K – 82
2019
Q4 		$548K Sell
23,430
-3,373
-13% -$81.9K 0.42% 51
2019
Q3 		$684K Buy
+26,803
New +$699K 0.56% 44

Other funds holding SC

BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MorganRosel Wealth Management's SC Position: Q1 2020 in Review

MorganRosel Wealth Management sold out of SANTANDER CONSUMER USA HOLDINGS INC (SC) in Q1 2020, closing a stake of 23,430 shares — an estimated $548K sold.

MorganRosel Wealth Management first reported a position in SC in Q3 2019 and held it in 2 quarters. The position peaked at $684K in Q3 2019. 170 funds tracked by Wall St. Rank hold SC as of Q1 2020.

  • MorganRosel Wealth Management reported no remaining SANTANDER CONSUMER USA HOLDINGS INC position as of Q1 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 23,430 SANTANDER CONSUMER USA HOLDINGS INC shares in Q1 2020, an estimated $548K.
  • MorganRosel Wealth Management first reported a position in SANTANDER CONSUMER USA HOLDINGS INC in Q3 2019 and held it in 2 quarters.
  • MorganRosel Wealth Management's SANTANDER CONSUMER USA HOLDINGS INC position peaked at $684K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held SANTANDER CONSUMER USA HOLDINGS INC as of Q1 2020.

Based on MorganRosel Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.