RFA
SCM

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

Reilly Financial Advisors’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
2016
Q2 		– Sell
-94
Closed -$5K – 1101
2016
Q1 		$5K Hold
94
– – ﹤0.01% 933
2015
Q4 		$5K Hold
94
– – ﹤0.01% 950
2015
Q3 		$5K Hold
94
– – ﹤0.01% 980
2015
Q2 		$5K Buy
+94
New +$5K ﹤0.01% 1087

Other funds holding SCM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IWMPD
Integrated Wealth Management (Palm Desert) Palm Desert, California $299M AUM 12.85% 1-Year Est. Return

Reilly Financial Advisors's SCM Position: Q2 2016 in Review

Reilly Financial Advisors sold out of SWISSCOM AG ADS(RP 1/10 REG SH (SCM) in Q2 2016, closing a stake of 94 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in SCM in Q2 2015 and held it in 4 quarters. The position peaked at $5K in Q1 2016. 9 funds tracked by Wall St. Rank hold SCM as of Q2 2016.

  • Reilly Financial Advisors reported no remaining SWISSCOM AG ADS(RP 1/10 REG SH position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 94 SWISSCOM AG ADS(RP 1/10 REG SH shares in Q2 2016, an estimated $5K.
  • Reilly Financial Advisors first reported a position in SWISSCOM AG ADS(RP 1/10 REG SH in Q2 2015 and held it in 4 quarters.
  • Reilly Financial Advisors's SWISSCOM AG ADS(RP 1/10 REG SH position peaked at $5K in Q1 2016.
  • 9 funds tracked by Wall St. Rank held SWISSCOM AG ADS(RP 1/10 REG SH as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.