SIM
SCHW.PRB.CL

Sonora Investment Management’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History

Sonora Investment Management’s Portfolio SCHW.PRB.CL Stock Details SCHW.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-330
Closed -$8.38K – 1253
2017
Q3 		$8.38K Buy
330
+200
+154% +$5.09K ﹤0.01% 772
2017
Q2 		$3.32K Hold
130
– – ﹤0.01% 869
2017
Q1 		$3.35K Buy
+130
New +$3.32K ﹤0.01% 822

Sonora Investment Management's SCHW.PRB.CL Position: Q4 2017 in Review

Sonora Investment Management sold out of The Charles Schwab Corporation (SCHW.PRB.CL) in Q4 2017, closing a stake of 330 shares — an estimated $8.38K sold.

Sonora Investment Management first reported a position in SCHW.PRB.CL in Q1 2017 and held it in 3 quarters. The position peaked at $8.38K in Q3 2017. 0 funds tracked by Wall St. Rank hold SCHW.PRB.CL as of Q4 2017.

  • Sonora Investment Management reported no remaining The Charles Schwab Corporation position as of Q4 2017 after selling out during the quarter.
  • Sonora Investment Management sold 330 The Charles Schwab Corporation shares in Q4 2017, an estimated $8.38K.
  • Sonora Investment Management first reported a position in The Charles Schwab Corporation in Q1 2017 and held it in 3 quarters.
  • Sonora Investment Management's The Charles Schwab Corporation position peaked at $8.38K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held The Charles Schwab Corporation as of Q4 2017.

Based on Sonora Investment Management's 13F filing for Q4 2017, filed 5 Feb 2018.