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Bellwether Investment Group’s STAG Industrial STAG Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-66,193
Closed -$1.58M – 931
2016
Q4 		$1.58M Buy
+66,193
New +$1.52M 1.42% 10
2016
Q2 		$1.31M Buy
+55,135
New +$1.17M 1.44% 11

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellwether Investment Group's STAG Position: Q1 2017 in Review

Bellwether Investment Group sold out of STAG Industrial (STAG) in Q1 2017, closing a stake of 66,193 shares — an estimated $1.58M sold.

Bellwether Investment Group first reported a position in STAG in Q2 2016 and held it in 2 quarters. The position peaked at $1.58M in Q4 2016. 201 funds tracked by Wall St. Rank hold STAG as of Q1 2017.

  • Bellwether Investment Group reported no remaining STAG Industrial position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 66,193 STAG Industrial shares in Q1 2017, an estimated $1.58M.
  • Bellwether Investment Group first reported a position in STAG Industrial in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's STAG Industrial position peaked at $1.58M in Q4 2016.
  • 201 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.