SWM
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Stockman Wealth Management’s Scully Royalty SRL Stock Holding History

Stockman Wealth Management’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,920
Closed -$97K – 147
2017
Q2 		$97K Sell
10,920
-850
-7% -$6.88K 0.1% 115
2017
Q1 		$105K Sell
11,770
-200
-2% -$2.01K 0.06% 129
2016
Q4 		$117K Sell
11,970
-1,480
-11% -$15.1K 0.07% 125
2016
Q3 		$138K Buy
+13,450
New +$148K 0.09% 120

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return