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SCE.PRF.CL
Sce Trust I
SCE.PRF.CL
SCE.PRF.CL
Delisted
SCE.PRF.CL was delisted on the 18th of July, 2017.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
CPP
1
Crow Point Partners
Boston,
Massachusetts
| $5.07M | +$4.93M | +223,000 | New |
|
| 2 |
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.49M | -$36.7K | -1,660 | -2% |
|
| 3 |
EWM
3
Edge Wealth Management
New York
| $988K | +$960K | +43,448 | New |
|
| 4 |
HNB
4
Huntington National Bank
Columbus,
Ohio
| $955K | +$928K | +42,000 | New |
|
| 5 |
CNB
5
City National Bank
Beverly Hills,
Delaware
| $804K | -$212K | -9,580 | -21% |
|
| 6 |
SOAMC
6
Spirit of America Management Corp
Syosset,
New York
| $523K | +$508K | +23,000 | New |
|
| 7 |
7
Ameriprise
Minneapolis,
Minnesota
| $18K | – | – | – |
|
| 8 |
PTC
8
Private Trust Company
Cleveland,
Ohio
| $14K | – | – | – |
|
| 9 |
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $13K | – | – | – |
|
| 10 |
SGAM
10
Steinberg Global Asset Management
Boca Raton,
Florida
| – | -$792K | -39,417 | Closed |
|
| 11 |
NSIM
11
North Star Investment Management
Chicago,
Illinois
| – | -$610K | -30,350 | Closed |
|
| 12 |
KIA
12
KCM Investment Advisors
Greenbrae,
California
| – | -$400K | -19,900 | Closed |
|