| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 2 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2017 | 17 |
| Mengis Capital Management, Inc. | 13 | 13 | 0.26% | 0.31% | 0.36% | Q4 2014 | Q4 2017 | 13 |
| Sterling Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 12 |
| FALCON POINT CAPITAL, LLC | 9 | 9 | 0.19% | 0.47% | 0.62% | Q2 2013 | Q2 2015 | 9 |
| SignalPoint Asset Management, LLC | 4 | 2 | 0.06% | 0.08% | 0.09% | Q1 2015 | Q3 2016 | 6 |
| Crow Point Partners, LLC | 3 | 1 | 0.49% | 0.67% | 0.76% | Q1 2014 | Q1 2015 | 4 |
| Alerus Investment Advisors Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
| Atlantic Union Bankshares Corp | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q4 2019 | 3 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
| Capital Square, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
| AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SCE TRUST II CALLABLE 3/15/201 or have owned SCE TRUST II CALLABLE 3/15/201 in the past.