APSP
SSI

Asset Planning Services (Pennsylvania)’s Stage Stores Inc SSI Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600
Closed -$3K – 311
2016
Q4 		$3K Buy
600
+100
+20% +$495 ﹤0.01% 258
2016
Q3 		$3K Buy
500
+100
+25% +$560 ﹤0.01% 248
2016
Q2 		$2K Buy
+400
New +$2.49K ﹤0.01% 277

Other funds holding SSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SSI Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Stage Stores Inc (SSI) in Q1 2017, closing a stake of 600 shares — an estimated $3K sold.

Asset Planning Services (Pennsylvania) first reported a position in SSI in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q4 2016. 86 funds tracked by Wall St. Rank hold SSI as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Stage Stores Inc position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 600 Stage Stores Inc shares in Q1 2017, an estimated $3K.
  • Asset Planning Services (Pennsylvania) first reported a position in Stage Stores Inc in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Stage Stores Inc position peaked at $3K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Stage Stores Inc as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.