AIA
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Avalon Investment & Advisory’s STAG Industrial STAG Stock Holding History

Avalon Investment & Advisory’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,700
Closed -$268K – 392
2017
Q2 		$268K Buy
+9,700
New +$259K 0.01% 373

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avalon Investment & Advisory's STAG Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of STAG Industrial (STAG) in Q3 2017, closing a stake of 9,700 shares — an estimated $268K sold.

Avalon Investment & Advisory first reported a position in STAG in Q2 2017 and held it in 1 quarter. The position peaked at $268K in Q2 2017. 226 funds tracked by Wall St. Rank hold STAG as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining STAG Industrial position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 9,700 STAG Industrial shares in Q3 2017, an estimated $268K.
  • Avalon Investment & Advisory first reported a position in STAG Industrial in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's STAG Industrial position peaked at $268K in Q2 2017.
  • 226 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.