UFA
SCI icon

US Financial Advisors’s Service Corp International SCI Stock Holding History

US Financial Advisors’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-212
Closed -$6K – 584
2015
Q4 		$6K Hold
212
– – 0.01% 367
2015
Q3 		$6K Hold
212
– – 0.01% 293
2015
Q2 		$6K Hold
212
– – 0.01% 273
2015
Q1 		$6K Hold
212
– – 0.01% 300
2014
Q4 		$5K Buy
+212
New +$4.65K ﹤0.01% 292

Other funds holding SCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

US Financial Advisors's SCI Position: Q1 2016 in Review

US Financial Advisors sold out of Service Corp International (SCI) in Q1 2016, closing a stake of 212 shares — an estimated $6K sold.

US Financial Advisors first reported a position in SCI in Q4 2014 and held it in 5 quarters. The position peaked at $6K in Q4 2015. 276 funds tracked by Wall St. Rank hold SCI as of Q1 2016.

  • US Financial Advisors reported no remaining Service Corp International position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 212 Service Corp International shares in Q1 2016, an estimated $6K.
  • US Financial Advisors first reported a position in Service Corp International in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Service Corp International position peaked at $6K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held Service Corp International as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.