Steward Partners Investment Advisory’s SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities SCE.PRJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-500
Closed -$12K 3307
2021
Q2
$12K Buy
+500
New +$12.6K ﹤0.01% 5731

Other funds holding SCE.PRJ

Steward Partners Investment Advisory's SCE.PRJ Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities (SCE.PRJ) in Q3 2021, closing a stake of 500 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in SCE.PRJ in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 1 fund tracked by Wall St. Rank holds SCE.PRJ as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities shares in Q3 2021, an estimated $12K.
  • Steward Partners Investment Advisory first reported a position in SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities position peaked at $12K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held SCE TRUST IV 5.375% Fixed-to-Floating Rate Trust Preference Securities as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.