WF
SDT

WealthTrust Fairport’s SANDRIDGE MISSISSIPPIAN TRUST I SDT Stock Holding History

WealthTrust Fairport’s Portfolio SDT Stock Details SDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,543
Closed -$17K – 428
2014
Q4 		$17K Buy
5,543
+3,629
+190% +$13.8K ﹤0.01% 291
2014
Q3 		$8K Buy
+1,914
New +$10.8K ﹤0.01% 270

Other funds holding SDT

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NCCM
Nine Chapters Capital Management Short Hills, New Jersey $45.4M AUM 14.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthTrust Fairport's SDT Position: Q1 2015 in Review

WealthTrust Fairport sold out of SANDRIDGE MISSISSIPPIAN TRUST I (SDT) in Q1 2015, closing a stake of 5,543 shares — an estimated $17K sold.

WealthTrust Fairport first reported a position in SDT in Q3 2014 and held it in 2 quarters. The position peaked at $17K in Q4 2014. 30 funds tracked by Wall St. Rank hold SDT as of Q1 2015.

  • WealthTrust Fairport reported no remaining SANDRIDGE MISSISSIPPIAN TRUST I position as of Q1 2015 after selling out during the quarter.
  • WealthTrust Fairport sold 5,543 SANDRIDGE MISSISSIPPIAN TRUST I shares in Q1 2015, an estimated $17K.
  • WealthTrust Fairport first reported a position in SANDRIDGE MISSISSIPPIAN TRUST I in Q3 2014 and held it in 2 quarters.
  • WealthTrust Fairport's SANDRIDGE MISSISSIPPIAN TRUST I position peaked at $17K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST I as of Q1 2015.

Based on WealthTrust Fairport's 13F filing for Q1 2015, filed 14 May 2015.