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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 $167M AUM 46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.14B AUM 7.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stockman Wealth Management's SRL Position: Q3 2017 in Review

Stockman Wealth Management sold out of Scully Royalty (SRL) in Q3 2017, closing a stake of 10,920 shares — an estimated $97K sold.

Stockman Wealth Management first reported a position in SRL in Q3 2016 and held it in 4 quarters. The position peaked at $138K in Q3 2016. 22 funds tracked by Wall St. Rank hold SRL as of Q3 2017.

  • Stockman Wealth Management reported no remaining Scully Royalty position as of Q3 2017 after selling out during the quarter.
  • Stockman Wealth Management sold 10,920 Scully Royalty shares in Q3 2017, an estimated $97K.
  • Stockman Wealth Management first reported a position in Scully Royalty in Q3 2016 and held it in 4 quarters.
  • Stockman Wealth Management's Scully Royalty position peaked at $138K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2017.

Based on Stockman Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.