ROOSEVELT INVESTMENT GROUP LLC - SCE Trust IV ownership

SCE Trust IV's ticker is SCEPRJ and the CUSIP is 78409G206. A total of 3 filers reported holding SCE Trust IV in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of SCE Trust IV
ValueSharesWeighting
Q4 2018$1,423,000
-2.4%
70,100
+17.2%
0.16%
+17.3%
Q3 2018$1,458,000
+54.8%
59,825
+60.6%
0.13%
+51.1%
Q2 2018$942,000
-9.4%
37,250
-8.0%
0.09%
-10.2%
Q1 2018$1,040,000
-5.6%
40,475
-5.3%
0.10%
-3.0%
Q4 2017$1,102,000
+85.5%
42,725
+95.3%
0.10%
+83.6%
Q3 2017$594,000
+148.5%
21,875
+158.9%
0.06%
+150.0%
Q2 2017$239,000
+4.4%
8,450
-0.6%
0.02%
+4.8%
Q1 2017$229,000
-15.2%
8,500
-22.4%
0.02%
-12.5%
Q4 2016$270,000
-22.2%
10,950
-8.6%
0.02%
-11.1%
Q3 2016$347,000
+40.5%
11,975
+35.3%
0.03%
+42.1%
Q2 2016$247,0008,8500.02%
Other shareholders
SCE Trust IV shareholders Q2 2017
NameSharesValueWeighting ↓
Altavista Wealth Management, Inc. 18,975$460,0000.12%
RESOURCES MANAGEMENT CORP /CT/ /ADV 400$10,0000.00%
Sonora Investment Management, LLC 31$1,0000.00%
View complete list of SCE Trust IV shareholders