| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 15 | 15 | 0.15% | 0.26% | 0.36% | Q3 2015 | Q1 2019 | 15 |
| KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2018 | 14 |
| ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.02% | 0.07% | 0.16% | Q2 2016 | Q4 2018 | 11 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 9 |
| Altavista Wealth Management, Inc. | 7 | 7 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q4 2021 | 7 |
| Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
| REAVES W H & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own SCE Trust IV or have owned SCE Trust IV in the past.