Northwest Wealth Management’s Service Corp International SCI Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-2,000	Closed	-$80K	–	399
2019 Q1	$80K	Hold	2,000	–	–	0.06%	176
2018 Q4	$81K	Hold	2,000	–	–	0.07%	166
2018 Q3	$88K	Hold	2,000	–	–	0.07%	165
2018 Q2	$72K	Hold	2,000	–	–	0.05%	185
2018 Q1	$75K	Buy	+2,000	New	+$76.8K	0.06%	178

Other funds holding SCI

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Northwest Wealth Management's SCI Position: Q2 2019 in Review

Northwest Wealth Management sold out of Service Corp International (SCI) in Q2 2019, closing a stake of 2,000 shares — an estimated $80K sold.

Northwest Wealth Management first reported a position in SCI in Q1 2018 and held it in 5 quarters. The position peaked at $88K in Q3 2018. 366 funds tracked by Wall St. Rank hold SCI as of Q2 2019.

Northwest Wealth Management reported no remaining Service Corp International position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,000 Service Corp International shares in Q2 2019, an estimated $80K.
Northwest Wealth Management first reported a position in Service Corp International in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Service Corp International position peaked at $88K in Q3 2018.
366 funds tracked by Wall St. Rank held Service Corp International as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.