CFA
SSI

Capstone Financial Advisors’s Stage Stores Inc SSI Stock Holding History

Capstone Financial Advisors’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18,403
Closed -$7K – 118
2020
Q1 		$7K Hold
18,403
– – ﹤0.01% 95
2019
Q4 		$149K Hold
18,403
– – 0.02% 93
2019
Q3 		$35K Hold
18,403
– – 0.01% 99
2019
Q2 		$14K Hold
18,403
– – ﹤0.01% 93
2019
Q1 		$19K Hold
18,403
– – ﹤0.01% 96
2018
Q4 		$14K Hold
18,403
– – ﹤0.01% 90
2018
Q3 		$36K Hold
18,403
– – 0.01% 84
2018
Q2 		$44K Hold
18,403
– – 0.01% 82
2018
Q1 		$40K Hold
18,403
– – 0.01% 89
2017
Q4 		$31K Sell
18,403
-3,632
-16% -$6.7K 0.01% 82
2017
Q3 		$41K Buy
22,035
+11,862
+117% +$21.9K 0.02% 83
2017
Q2 		$21K Hold
10,173
– – 0.01% 76
2017
Q1 		$26K Hold
10,173
– – 0.01% 73
2016
Q4 		$44K Buy
+10,173
New +$50.4K 0.02% 69

Other funds holding SSI

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Capstone Financial Advisors's SSI Position: Q2 2020 in Review

Capstone Financial Advisors sold out of Stage Stores Inc (SSI) in Q2 2020, closing a stake of 18,403 shares — an estimated $7K sold.

Capstone Financial Advisors first reported a position in SSI in Q4 2016 and held it in 14 quarters. The position peaked at $149K in Q4 2019. 6 funds tracked by Wall St. Rank hold SSI as of Q2 2020.

  • Capstone Financial Advisors reported no remaining Stage Stores Inc position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Advisors sold 18,403 Stage Stores Inc shares in Q2 2020, an estimated $7K.
  • Capstone Financial Advisors first reported a position in Stage Stores Inc in Q4 2016 and held it in 14 quarters.
  • Capstone Financial Advisors's Stage Stores Inc position peaked at $149K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Stage Stores Inc as of Q2 2020.

Based on Capstone Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.