Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Star Group SGU Stock Holding History

Cambridge Investment Research Advisors’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
2015
Q3 		– Sell
-15,691
Closed -$139K – 1573
2015
Q2 		$139K Buy
15,691
+548
+4% +$4.42K ﹤0.01% 1336
2015
Q1 		$112K Buy
15,143
+4,541
+43% +$31K ﹤0.01% 1333
2014
Q4 		$65K Buy
+10,602
New +$64.8K ﹤0.01% 1316

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM

Cambridge Investment Research Advisors's SGU Position: Q3 2015 in Review

Cambridge Investment Research Advisors sold out of Star Group (SGU) in Q3 2015, closing a stake of 15,691 shares — an estimated $139K sold.

Cambridge Investment Research Advisors first reported a position in SGU in Q4 2014 and held it in 3 quarters. The position peaked at $139K in Q2 2015. 47 funds tracked by Wall St. Rank hold SGU as of Q3 2015.

  • Cambridge Investment Research Advisors reported no remaining Star Group position as of Q3 2015 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,691 Star Group shares in Q3 2015, an estimated $139K.
  • Cambridge Investment Research Advisors first reported a position in Star Group in Q4 2014 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Star Group position peaked at $139K in Q2 2015.
  • 47 funds tracked by Wall St. Rank held Star Group as of Q3 2015.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.