Ambs Investment Counsel’s Star Group SGU Stock Holding History

Ambs Investment Counsel’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$49K	Hold	10,000	–	–	0.03%	76
2013 Q2	$49K	Buy	+10,000	New	+$48K	0.02%	73

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ambs Investment Counsel's SGU Position: Q3 2013 in Review

Ambs Investment Counsel held its Star Group (SGU) position steady in Q3 2013 at 10,000 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #76.

Ambs Investment Counsel first reported a position in SGU in Q2 2013 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SGU as of Q3 2013.

Ambs Investment Counsel held 10,000 shares of Star Group worth $49K as of Q3 2013.
Ambs Investment Counsel left its Star Group share count unchanged in Q3 2013.
Star Group made up 0.03% of Ambs Investment Counsel's portfolio in Q3 2013, its #76 holding.
Ambs Investment Counsel first reported a position in Star Group in Q2 2013 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held Star Group as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.