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SCM

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

MOTCO’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
2023
Q4 		– Sell
-190
Closed -$11.3K – 826
2023
Q3 		$11.3K Buy
+190
New +$11.3K ﹤0.01% 496

Other funds holding SCM

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

MOTCO's SCM Position: Q4 2023 in Review

MOTCO sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q4 2023, closing a stake of 190 shares — an estimated $11.3K sold.

MOTCO first reported a position in SCM in Q3 2023 and held it in 1 quarter. The position peaked at $11.3K in Q3 2023. 7 funds tracked by Wall St. Rank hold SCM as of Q4 2023.

  • MOTCO reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q4 2023 after selling out during the quarter.
  • MOTCO sold 190 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q4 2023, an estimated $11.3K.
  • MOTCO first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q3 2023 and held it in 1 quarter.
  • MOTCO's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $11.3K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.