CRWM
STMP

Castle Rock Wealth Management’s Stamps.com, Inc. STMP Stock Holding History

Castle Rock Wealth Management’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,405
Closed -$607K – 118
2018
Q3 		$607K Sell
3,405
-92
-3% -$23K 0.96% 29
2018
Q2 		$885K Sell
3,497
-741
-17% -$179K 1.21% 20
2018
Q1 		$852K Buy
4,238
+152
+4% +$29.7K 1.41% 18
2017
Q4 		$768K Buy
+4,086
New +$789K 1.49% 13

Other funds holding STMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

Castle Rock Wealth Management's STMP Position: Q4 2018 in Review

Castle Rock Wealth Management sold out of Stamps.com, Inc. (STMP) in Q4 2018, closing a stake of 3,405 shares — an estimated $607K sold.

Castle Rock Wealth Management first reported a position in STMP in Q4 2017 and held it in 4 quarters. The position peaked at $885K in Q2 2018. 280 funds tracked by Wall St. Rank hold STMP as of Q4 2018.

  • Castle Rock Wealth Management reported no remaining Stamps.com, Inc. position as of Q4 2018 after selling out during the quarter.
  • Castle Rock Wealth Management sold 3,405 Stamps.com, Inc. shares in Q4 2018, an estimated $607K.
  • Castle Rock Wealth Management first reported a position in Stamps.com, Inc. in Q4 2017 and held it in 4 quarters.
  • Castle Rock Wealth Management's Stamps.com, Inc. position peaked at $885K in Q2 2018.
  • 280 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q4 2018.

Based on Castle Rock Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.