Strategic Wealth Partners’s Scully Royalty SRL Stock Holding History

Strategic Wealth Partners’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
2019 Q2	–	Sell	-6	Closed	–	–	813
2019 Q1	$0	Buy	+6	New	+$41	﹤0.01%	812

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's SRL Position: Q2 2019 in Review

Strategic Wealth Partners sold out of Scully Royalty (SRL) in Q2 2019, closing a stake of 6 shares.

Strategic Wealth Partners first reported a position in SRL in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 21 funds tracked by Wall St. Rank hold SRL as of Q2 2019.

Strategic Wealth Partners reported no remaining Scully Royalty position as of Q2 2019 after selling out during the quarter.
Strategic Wealth Partners sold 6 Scully Royalty shares in Q2 2019.
Strategic Wealth Partners first reported a position in Scully Royalty in Q1 2019 and held it in 1 quarter.
Strategic Wealth Partners's Scully Royalty position peaked at $0 in Q1 2019.
21 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.