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Calton & Associates’s Superior Group of Companies SGC Stock Holding History

Calton & Associates’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-125
Closed -$3K – 1109
2017
Q4 		$3K Buy
+125
New +$3.07K ﹤0.01% 1350

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calton & Associates's SGC Position: Q1 2018 in Review

Calton & Associates sold out of Superior Group of Companies (SGC) in Q1 2018, closing a stake of 125 shares — an estimated $3K sold.

Calton & Associates first reported a position in SGC in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 69 funds tracked by Wall St. Rank hold SGC as of Q1 2018.

  • Calton & Associates reported no remaining Superior Group of Companies position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 125 Superior Group of Companies shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Superior Group of Companies in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Superior Group of Companies position peaked at $3K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.