CWM
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Cedar Wealth Management’s Steris STE Stock Holding History

Cedar Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,099
Closed -$78K – 142
2016
Q1 		$78K Hold
1,099
– – 0.05% 55
2015
Q4 		$83K Buy
+1,099
New +$79.4K 0.07% 16

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cedar Wealth Management's STE Position: Q2 2016 in Review

Cedar Wealth Management sold out of Steris (STE) in Q2 2016, closing a stake of 1,099 shares — an estimated $78K sold.

Cedar Wealth Management first reported a position in STE in Q4 2015 and held it in 2 quarters. The position peaked at $83K in Q4 2015. 322 funds tracked by Wall St. Rank hold STE as of Q2 2016.

  • Cedar Wealth Management reported no remaining Steris position as of Q2 2016 after selling out during the quarter.
  • Cedar Wealth Management sold 1,099 Steris shares in Q2 2016, an estimated $78K.
  • Cedar Wealth Management first reported a position in Steris in Q4 2015 and held it in 2 quarters.
  • Cedar Wealth Management's Steris position peaked at $83K in Q4 2015.
  • 322 funds tracked by Wall St. Rank held Steris as of Q2 2016.

Based on Cedar Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.