Archford Capital Strategies’s Steris STE Stock Holding History

Archford Capital Strategies’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-47	Closed	-$5K	–	666
2018 Q2	$5K	Hold	47	–	–	﹤0.01%	482
2018 Q1	$4K	Buy	+47	New	+$4.27K	﹤0.01%	428
2017 Q2	–	Sell	-47	Closed	-$3K	–	564
2017 Q1	$3K	Hold	47	–	–	﹤0.01%	563
2016 Q4	$3K	Hold	47	–	–	﹤0.01%	479
2016 Q3	$3K	Sell	47 -47	-50%	-$3.32K	﹤0.01%	491
2016 Q2	$6K	Buy	+94	New	+$6.59K	﹤0.01%	467
2016 Q1	–	Sell	-94	Closed	-$8K	–	540
2015 Q4	$8K	Hold	94	–	–	﹤0.01%	493
2015 Q3	$6K	Buy	94 +47	+100%	+$3.1K	﹤0.01%	425
2015 Q2	$3K	Hold	47	–	–	﹤0.01%	450
2015 Q1	$3.3K	Hold	47	–	–	﹤0.01%	431
2014 Q4	$3K	Hold	47	–	–	﹤0.01%	469
2014 Q3	$3K	Hold	47	–	–	﹤0.01%	461
2014 Q2	$2.51K	Buy	+47	New	+$2.42K	﹤0.01%	638

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Archford Capital Strategies's STE Position: Q3 2018 in Review

Archford Capital Strategies sold out of Steris (STE) in Q3 2018, closing a stake of 47 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in STE in Q2 2014 and held it in 13 quarters. The position peaked at $8K in Q4 2015. 387 funds tracked by Wall St. Rank hold STE as of Q3 2018.

Archford Capital Strategies reported no remaining Steris position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 47 Steris shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in Steris in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Steris position peaked at $8K in Q4 2015.
387 funds tracked by Wall St. Rank held Steris as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.