Scott H. Peters

CA50Member113 filings770 transactions

Total Purchases (max)

$63.9M

Total Sales (max)

$7.0M

Net Portfolio Value

$57.0M

135 active positions of 293 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—u.S. Treasury Bills$6.0M$2.0M$4.0M47.0%
2—U.S Treasury Notes$2.0M—$2.0M23.5%
3—San Diego, Ca, TRA$1.3M—$1.3M22.2%
4—Los Angeles CA GO UTX$1.1M—$1.1M21.9%
5—San Jose CA Uni Sch$1.0M—$1.0M11.8%
6—Visalia CA Uni IMPT SCH$1.0M—$1.0M11.8%
7—Foothill-DeAnza CCD CA Educ$1.0M—$1.0M11.8%
8—Los Angeles CA IMPT Sch$1.0M—$1.0M11.8%
9—Oceanside CA IMPT SCH$1.0M—$1.0M11.8%
10—San Carlos CA SD Impt Sch$1.0M—$1.0M11.8%
11—Dublin, CA unified Sch Dist [gS]$1.0M—$1.0M11.8%
12—los Angeles, CA Dept. of Water & Power [gS]$1.0M—$1.0M11.8%
13—Sacramento Ca utl Pwr util [gS]$1.0M—$1.0M11.8%
14—Sequoia Ca UHSD Impt Sch [gS]$1.0M—$1.0M11.8%
15—San Diego, Ca CCD Coll Educ [gS]$1.0M—$1.0M11.8%
16—San Juan, Ca USD [gS]$1.0M—$1.0M11.8%
17—Ohio Water Development authority [gS]$1.0M—$1.0M11.8%
18—Enterprise Ca Elem Sch Dist Rfdg - 2029 [gS]$1.0M—$1.0M11.8%
19—Ca Infra & E Dev Pool auth [gS]$1.0M—$1.0M11.8%
20—Ca UNIV REV [gS]$1.0M—$1.0M11.8%
21—East Bay Muni util Dist, Ca$1.0M—$1.0M11.8%
22—Monterey Peninsula WTR COPS$1.0M—$1.0M11.8%
23—Los Angeles, CA, W Util Pwr$1.0M—$1.0M11.8%
24—Calleguas ETC Ca$1.0M—$1.0M11.8%
25—Met. Water District, Ca.$1.0M—$1.0M11.8%
26—East Bay MUD SYS CA$1.0M$100K$900K21.6%
27—CA ST UNIV PUB EDUC$750K—$750K21.3%
28—Lynett Capital Partners III$500K—$500K20.9%
29—San Diego CA UNI GO UTX$500K—$500K10.9%
30—Alhambra CA USD SCH$500K—$500K10.9%
31—Paris TX, GO LTX$500K—$500K10.9%
32—Solano CA CCD Educ$500K—$500K10.9%
33—US Treasury Bill$500K—$500K10.9%
34—Los Angeles County Excise Tax$500K—$500K10.9%
35—East Bay MUD Sys CA$500K—$500K10.9%
36—Bay area Toll RV Ca Toll Tran [gS]$500K—$500K10.9%
37—Ca Educ Priv Educ [gS]$500K—$500K10.9%
38—Contra Costa Ca CCD [gS]$500K—$500K10.9%
39—Ohlone Community College District [gS]$500K—$500K10.9%
40—Sacramento Muni util Dist [gS]$500K—$500K10.9%
41—Ca St Dept Wtr Res Power Ser O [gS]$500K—$500K10.9%
42—Enterprise Ca Elem Sch Dist Rfdg - 2030 [gS]$500K—$500K10.9%
43—Rowland Ca USD [gS]$500K—$500K10.9%
44—Silicon Valley Cln Wtr [gS]$500K—$500K10.9%
45—Ma BAY TRAN AUTH MASS TRAN [gS]$500K—$500K10.9%
46—Pasadena Ca area CC Educ [gS]$500K—$500K10.9%
47—Pittsburg Ca Wtr util [gS]$500K—$500K10.9%
48—Bay area Toll RV Toll Tran$500K—$500K10.9%
49—Metropolitan WTR Dist S C WTR util$500K—$500K10.9%
50—Orange Ca WTR CO WTR COPS$500K—$500K10.9%
51—San Diego Ca Trans Rev LTX$500K—$500K10.9%
52—Manufacturers Drive LLC$500K—$500K10.9%
53—Orange, CA Wtr Co.$500K—$500K10.9%
54—Ca State Dept. Water Resources$500K—$500K10.9%
55—Inverted Capital I LP$350K—$350K20.6%
56—Allocate Alpha Fund II LP$265K—$265K60.5%
57—Motesto CA Waste$250K—$250K10.4%
58—Palmdale CA Sch$250K—$250K10.4%
59—Allocate Premier Access Fund$250K—$250K50.4%
60—Los Angeles CA Wtr Swr Util$250K—$250K10.4%
61—Sacramento CA UTIL$250K—$250K10.4%
62—Lynett Capital Partners III, LP$250K—$250K10.4%
63—Lynett Capital Partners V, LP$250K—$250K10.4%
64—Upper Sta Clr JPA Wtr Util$250K—$250K10.4%
65—San Diego CA Trans Excise Tax$250K—$250K10.4%
66—Multi-Pack Solutions LLC$500K$250K$250K20.4%
67—San Francisco CA IMP SCH$250K—$250K10.4%
68—gV Pines Apartments, LLC$250K—$250K10.4%
69—lynett Capital Partners II lP$250K—$250K40.4%
70—Mariposa CTY, CA IMPT SCH [gS]$250K—$250K10.4%
71—New York NY gO UTX [gS]$500K$250K$250K20.4%
72—Roseville, Ca Finance auth [gS]$250K—$250K10.4%
73—anaheim Ca Elec util [gS]$250K—$250K10.4%
74—los angeles Cnty, Ca MT Excise Tax [gS]$250K—$250K10.4%
75—San Francisco, Ca City/Cnty VP [gS]$250K—$250K10.4%
76—Folsom Cordova SCH DIST Ca IMPT SCH [gS]$250K—$250K10.4%
77—los angeles Ca gO UTX [gS]$250K—$250K10.4%
78—Marin Ca MIN WTR UTIL [gS]$250K—$250K10.4%
79—Rancho Ca WTR FAC DIST COMB UTIL [gS]$250K—$250K10.4%
80—San Diego Ca TRANS EXCISE TAX [gS]$250K—$250K10.4%
81—los angeles Ca CCD [gS]$250K—$250K10.4%
82—Ca Infra & Dev Bk Comb util [gS]$250K—$250K10.4%
83—Dublin San Ramon, Ca Wtr util [gS]$250K—$250K10.4%
84—San Francisco, Ca City/Cty Impt [gS]$250K—$250K10.4%
85—San Francisco, Ca Cty & City Swr util [gS]$250K—$250K10.4%
86—Santa Clara Ca USD Impt Sch [gS]$250K—$250K10.4%
87—los angeles Cty, Ca Mt$250K—$250K10.4%
88—Kent Street Group LLC$200K—$200K40.4%
89—San Francisco CA Sewer Util$1.3M$1.1M$150K40.3%
90—Mammoth CA USD IMPT SCH$250K$100K$150K20.3%
91—Orange CTY CA REV UTX$250K$100K$150K20.3%
92—San Mateo CA UHSD IMPT SCH$250K$100K$150K20.3%
93—Cerritos CA CCD COLL EDUC$250K$100K$150K20.3%
94—Lodi CA USD GO UTX$250K$100K$150K20.3%
95—Anaheim CA Hsg Elec Util$100K—$100K10.2%
96—San Francisco CA Bay Mass Tran$100K—$100K10.2%
97—GV Livingston LLC$100K—$100K10.2%
98—GV Christi LLC$100K—$100K10.2%
99—San Diego CA WTR UTIL$100K—$100K10.2%
100—UNIV CA PUB EDUC$100K—$100K10.2%
101—Los Angeles County, CA Excise Tax$100K—$100K10.2%
102—San Diego, CA IMPT SCH$100K—$100K10.2%
103—Cibolo Creek Muni Swr util [gS]$100K—$100K10.2%
104—Novato CA USD IMPT SCH [gS]$100K—$100K10.2%
105—Broadview Hghts OH gO UTX [gS]$100K—$100K10.2%
106—los Angeles CA W/P Wtr util [gS]$100K—$100K10.2%
107—Ca State univ Pub Educ [gS]$100K—$100K10.2%
108—Coast CCD Ca Coll Educ [gS]$100K—$100K10.2%
109—San Bruno Ca Swr util [gS]$100K—$100K10.2%
110MMacy's Inc$300K$200K$100K60.2%
111MROMarathon Oil Corporation$200K$100K$100K60.2%
112TYCTyco International plc$200K$100K$100K60.2%
113USBu.S. Bancorp$300K$200K$100K60.2%
114UNPunion Pacific Corporation$200K$100K$100K60.2%
115APCanadarko Petroleum Corporation$265K$200K$65K80.1%
116EQTEQT Corporation$165K$100K$65K60.1%
117QCOMQualCOMM Incorporated$165K$100K$65K60.1%
118—Valo Ventures GP II, LP$50K—$50K10.1%
119—Kent Street Group GP$50K—$50K10.1%
120—Torch Capital III LP$50K—$50K10.1%
121—lynett Capital Partners II lP [oI]$50K—$50K10.1%
122—Winward Academy LLC$50K—$50K10.1%
123ADSalliance Data Systems Corporation$200K$150K$50K60.1%
124AXPamerican Express Company$200K$150K$50K60.1%
125BLKBlackRock, Inc.$200K$150K$50K60.1%
126CSCOCisco Systems, Inc.$250K$200K$50K60.1%
127CTXSCitrix Systems, Inc.$200K$150K$50K60.1%
128—Colgate-Palmolive Company (Cl)$200K$150K$50K60.1%
129FISFidelity National Information Services, Inc.$200K$150K$50K60.1%
130—general Electric Company (gE)$400K$350K$50K60.1%
131NEENextEra Energy, Inc.$150K$100K$50K50.1%
132—unitedHealth group Incorporated$50K—$50K10.1%
133EOGEOG Resources, Inc.$145K$100K$45K70.1%
134—Stepstone Tactical Growth Fund III,$15K—$15K10.0%
135—Madison adams Investments, llC$15K—$15K10.0%
136—Riverside CA Sewer Util$250K$250K$02—
137—San Juan CA USD IMPT SCH$250K$250K$02—
138—Santa Clara CN CA HLTH$50K$50K$02—
139—Los Angeles CA FINL SCH$100K$100K$02—
140—CA ST DEPT WTR UTIL$500K$500K$02—
141—San Francisco CA BART$500K$500K$02—
142—Folsom Cordova CA Impt Sch$500K$500K$02—
143—Centinela VY UHS Impt Sch [gS]$500K$500K$02—
144—u.S. Treasury Notes [gS]$1.0M$1.0M$02—
145—grossmont CA Impt Sch [gS]$250K$250K$02—
146—Mount San Jacinto Coll Educ [gS]$250K$250K$02—
147—San Diego CA Wtr util [gS]$250K$250K$02—
148—San Francisco, CA FINL SCH [gS]$250K$250K$02—
149—u.S. Treasury Bills [gS]$13.3M$13.3M$020—
150—DC UNIV EDUC [gS]$500K$500K$02—
151—W Palm Beach Fl COMB UTIL [gS]$500K$500K$03—
152—alameda Ca Trans Excise [gS]$1.0M$1.0M$02—
153—San Francisco County Ca EXCISE TAX [gS]$1.0M$1.0M$02—
154—NYC NY MUN Fa WTR UTIL [gS]$500K$500K$02—
155—UNIV TX PERM UNIV PUB EDUC [gS]$500K$500K$02—
156—allergan plc Ordinary Shares (agN)$350K$350K$07—
157BACBank of america Corporation$250K$250K$08—
158—Boeing Company (Ba)$200K$200K$06—
159CCitigroup, Inc.$200K$200K$06—
160—Dollar general Corporation (Dg)$200K$200K$06—
161EMCEMC Corporation$200K$200K$06—
162JNJJohnson & Johnson$200K$200K$06—
163MRKMerck & Company, Inc. Common Stock$200K$200K$06—
164OMCOmnicom group Inc.$200K$200K$06—
165PEPPepsico, Inc.$200K$200K$06—
166PXPraxair, Inc.$200K$200K$06—
167SYKStryker Corporation$200K$200K$06—
168TMOThermo Fisher Scientific Inc$100K$100K$04—
169UTXunited Technologies Corporation$200K$200K$06—
170VFCV.F. Corporation$200K$200K$06—
171VZVerizon Communications Inc.$200K$200K$06—
172VVisa Inc.$200K$200K$06—
173DISWalt Disney Company$200K$200K$08—
174—Cibolo Creek Muni Swr Util—$50K-$50K1—
175—Los Angeles CA W/P Wtr Util—$50K-$50K1—
176AETaetna Inc.$300K$350K-$50K6—
177COFCapital One Financial Corporation$300K$350K-$50K6—
178CMCSAComcast Corporation - Class a$300K$350K-$50K6—
179CVSCVS Health Corporation$300K$350K-$50K6—
180DHRDanaher Corporation$300K$350K-$50K6—
181ESRXExpress Scripts Holding Company$400K$450K-$50K8—
182HDHome Depot, Inc.$300K$350K-$50K6—
183JPMJP Morgan Chase & Co.$300K$350K-$50K6—
184MSFTMicrosoft Corporation$300K$350K-$50K6—
185ORCLOracle Corporation$300K$350K-$50K6—
186PRUPrudential Financial, Inc.$300K$350K-$50K6—
187TJXTJX Companies, Inc.$200K$250K-$50K7—
188WFCWells Fargo & Company$300K$350K-$50K6—
189WMBWilliams Companies, Inc.$300K$350K-$50K6—
190—Marin CA MIN WTR UTIL—$100K-$100K1—
191—San Francisco CA IMPT SCH$500K$600K-$100K3—
192—los Angeles CA gO UTX [gS]—$100K-$100K1—
193—San Diego CA Trans Rev LTX [gS]—$100K-$100K1—
194—CA State Dept. Water Resources [gS]—$100K-$100K1—
195—CA State univ Pub Educ [gS]—$100K-$100K1—
196—Coast CCD CA Coll Educ [gS]—$100K-$100K1—
197—Dublin San Ramon, CA Wtr util [gS]—$100K-$100K1—
198—San Bruno, CA Swr util [gS]—$100K-$100K1—
199—Roseville, CA Finance Auth [gS]—$100K-$100K1—
200—East Bay Muni util Dist, CA [gS]—$100K-$100K1—
201—apple Inc. (aaPl)$400K$500K-$100K6—
202ADPautomatic Data Processing, Inc.$400K$500K-$100K8—
203GOOGgoogle Inc. - Class C Capital Stock$400K$500K-$100K6—
204MDTMedtronic plc. Ordinary Shares$400K$500K-$100K6—
205PMFGPMFG, Inc.—$100K-$100K2—
206—Sacramento CA WTR UTIL$100K$250K-$150K2—
207AMZNamazon.com, Inc.$350K$500K-$150K6—
208FISVFiserv, Inc.$200K$350K-$150K6—
209UNHunitedHealth group Incorporated Common Stock$250K$400K-$150K6—
210EEIEcology and Environment, Inc. - Class a—$150K-$150K3—
211—Anaheim CA Elec util [gS]—$250K-$250K1—
212—Bay Area Toll RV TOLL Tran [gS]—$250K-$250K1—
213—CA Infra & Dev Bk Comb util [gS]—$250K-$250K1—
214—los Angeles Cnty, CA MT Excise Tax [gS]—$250K-$250K1—
215—Rancho CA WTR FA DIST COMB UTIL [gS]—$250K-$250K1—
216—San Francisco CA City/Cnty VP [gS]—$250K-$250K1—
217—Santa Clara CA USD Impt Sch [gS]—$250K-$250K1—
218—univ CA Pub Ed [gS]—$250K-$250K1—
219—MA BAY TRAN AUTH EXCISE TAX [gS]—$250K-$250K1—
220—Orlando Fl UTILS PWR UTIL [gS]—$250K-$250K1—
221—Silicon Vy Cln Wtr util [gS]$250K$500K-$250K2—
222—Ma BAY TRAN AUTH EXCISE TAX [gS]—$250K-$250K1—
223—Bay area Toll RV Toll Tran [gS]$250K$500K-$250K2—
224—Harris County TX Flood Bonds [gS]—$250K-$250K1—
225—los angeles Cty, Ca Mt [gS]—$250K-$250K1—
226—Puerto Rico Commonwealth Bonds—$250K-$250K1—
227—San Francisco Ca Rev. Bonds—$250K-$250K1—
228—San Diego County, Ca Bonds—$250K-$250K1—
229INRDInrad Optics, Inc.—$250K-$250K1—
230GVPGSE Systems, Inc.—$255K-$255K10—
231—uS Treasury Notes [gS]—$350K-$350K2—
232—San Francisco, CA City/Cty Impt [gS]—$350K-$350K2—
233—Ca State Dept. Water Resources [gS]$100K$500K-$400K2—
234—San Diego, CA CCD Coll Educ—$500K-$500K1—
235—Bay Area Toll RV Toll Tran—$500K-$500K1—
236—Ohlone Community College District—$500K-$500K1—
237—Rowland CA USD—$500K-$500K1—
238—CA Educ [gS]—$500K-$500K1—
239—Contra Costa CCD [gS]—$500K-$500K1—
240—CA St Dept Wtr Res Power Ser O [gS]—$500K-$500K1—
241—Calleguas ETC CA [gS]—$500K-$500K1—
242—gainesville Fl COMB UTIL [gS]$500K$1.0M-$500K4—
243—MA BAY TRAN AUTH MASS TRAN [gS]—$500K-$500K1—
244—Metropolitan Water District S C WTR util [gS]—$500K-$500K1—
245—los angeles Ca, W util Pwr [gS]—$500K-$500K1—
246—NEW YORK NY gO UTX [gS]—$500K-$500K1—
247—austin TX Water Bonds [gS]—$500K-$500K1—
248—Orange Ca WTR CO WTR COPS [gS]—$500K-$500K1—
249—San Diego County , Ca Bonds [gS]—$500K-$500K1—
250—San Diego County, Ca Bonds [gS]—$500K-$500K1—
251—los angeles, Ca, W util Pwr [gS]—$500K-$500K1—
252—Hillsborough County Sch. Bonds—$500K-$500K1—
253—los angeles unified Sch Dist Bonds—$500K-$500K1—
254—Virginia State Bonds—$500K-$500K1—
255—2000020602 San Ramon Valley, CA Bonds—$500K-$500K1—
256—San Ramon Valley, Ca Bonds—$500K-$500K1—
257—East Bay Calif Regl. Bonds—$500K-$500K1—
258—Minnesota Public Facilities Bonds—$500K-$500K1—
259—Pajaro Valley Ca Bonds—$500K-$500K1—
260—Riverside Ca Bonds—$500K-$500K1—
261—Virginia Public Sch. Bonds—$500K-$500K1—
262—university of Ca Rev. Bonds—$500K-$500K1—
263—Sacramento County Ca Bonds—$500K-$500K1—
264—East Bay Muni util Dist, Ca [gS]$250K$1.0M-$750K3—
265—univ Ca Pub Educ [gS]$250K$1.0M-$750K2—
266—Santa Clara Valley Var Bonds—$750K-$750K2—
267RANDRand Capital Corporation—$780K-$780K30—
268—U.S. Treasury Notes$800K$1.6M-$800K6—
269—Cambrian CA SD—$1.0M-$1.0M1—
270—CA UNIV REV—$1.0M-$1.0M1—
271—Univ CA—$1.0M-$1.0M1—
272—San Francisco CA Rev. Bonds [gS]—$1.0M-$1.0M1—
273—Sequoia CA UHSD IMPD SCH [gS]—$1.0M-$1.0M1—
274—Sacramento CA utl Pwr util [gS]—$1.0M-$1.0M1—
275—uS Treasury Nootes [gS]—$1.0M-$1.0M1—
276—CA State Dept. of Water Bonds [gS]—$1.0M-$1.0M1—
277—Butte-glenn Muni Bonds [gS]—$1.0M-$1.0M1—
278—Washington State Bonds [gS]—$1.0M-$1.0M1—
279—San Jose, Ca [gS]—$1.0M-$1.0M1—
280—university of Ca Rev. Bonds [gS]—$1.0M-$1.0M1—
281—Metropolitan Water District of Southern Ca Bonds [gS]—$1.0M-$1.0M1—
282—Poway, Ca unified Sch. Dist. Bonds [gS]—$1.0M-$1.0M1—
283—Calleguas ETC Ca [gS]—$1.0M-$1.0M1—
284—Eastern CA MU—$1.0M-$1.0M1—
285—Kenosha Wis.unified Sch. Dist. Bonds—$1.0M-$1.0M1—
286—Massachusetts State Bonds—$1.0M-$1.0M1—
287—Sequoia Ca Bonds—$1.0M-$1.0M1—
288TLSRPTelos Corporation Preferred Stock—$1.0M-$1.0M1—
289—Essex County Bonds—$1.0M-$1.0M1—
290—Monterey Peninsula WTR COPS [gS]—$1.1M-$1.1M2—
291—Ohio Water Development Authority [gS]—$1.3M-$1.3M2—
292—U.S Treasury Bills$13.3M$15.2M-$1.9M46—
293—university of Neb. Facilities Bonds—$5.0M-$5.0M1—