SOAMC
SCHW.PRC

Spirit of America Management Corp’s The Charles Schwab Corporation SCHW.PRC Stock Holding History

Spirit of America Management Corp’s Portfolio SCHW.PRC Stock Details SCHW.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$54K – 300
2017
Q3 		$54K Hold
2,000
– – 0.01% 351
2017
Q2 		$54K Hold
2,000
– – 0.01% 345
2017
Q1 		$53K Hold
2,000
– – 0.01% 349
2016
Q4 		$51K Hold
2,000
– – 0.01% 355
2016
Q3 		$55K Hold
2,000
– – 0.01% 346
2016
Q2 		$55K Hold
2,000
– – 0.01% 328
2016
Q1 		$53K Hold
2,000
– – 0.01% 329
2015
Q4 		$54K Hold
2,000
– – 0.01% 321
2015
Q3 		$50K Buy
+2,000
New +$50.3K 0.01% 324

Other funds holding SCHW.PRC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Spirit of America Management Corp's SCHW.PRC Position: Q4 2017 in Review

Spirit of America Management Corp sold out of The Charles Schwab Corporation (SCHW.PRC) in Q4 2017, closing a stake of 2,000 shares — an estimated $54K sold.

Spirit of America Management Corp first reported a position in SCHW.PRC in Q3 2015 and held it in 9 quarters. The position peaked at $55K in Q3 2016. 3 funds tracked by Wall St. Rank hold SCHW.PRC as of Q4 2017.

  • Spirit of America Management Corp reported no remaining The Charles Schwab Corporation position as of Q4 2017 after selling out during the quarter.
  • Spirit of America Management Corp sold 2,000 The Charles Schwab Corporation shares in Q4 2017, an estimated $54K.
  • Spirit of America Management Corp first reported a position in The Charles Schwab Corporation in Q3 2015 and held it in 9 quarters.
  • Spirit of America Management Corp's The Charles Schwab Corporation position peaked at $55K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held The Charles Schwab Corporation as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.