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Bartlett & Co’s Star Group SGU Stock Holding History

Bartlett & Co’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 		– Sell
-700
Closed -$3K – 857
2013
Q2 		$3K Buy
+700
New +$3.36K ﹤0.01% 687

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Morgan Stanley
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bartlett & Co's SGU Position: Q3 2013 in Review

Bartlett & Co sold out of Star Group (SGU) in Q3 2013, closing a stake of 700 shares — an estimated $3K sold.

Bartlett & Co first reported a position in SGU in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 37 funds tracked by Wall St. Rank hold SGU as of Q3 2013.

  • Bartlett & Co reported no remaining Star Group position as of Q3 2013 after selling out during the quarter.
  • Bartlett & Co sold 700 Star Group shares in Q3 2013, an estimated $3K.
  • Bartlett & Co first reported a position in Star Group in Q2 2013 and held it in 1 quarter.
  • Bartlett & Co's Star Group position peaked at $3K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Star Group as of Q3 2013.

Based on Bartlett & Co's 13F filing for Q3 2013, filed 4 Nov 2013.