CCM
SSI

Coe Capital Management’s Stage Stores Inc SSI Stock Holding History

Coe Capital Management’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
2016
Q4 		– Sell
-242,025
Closed -$1.22M – 185
2016
Q3 		$1.22M Buy
+242,025
New +$1.35M 0.39% 100
2013
Q3 		– Sell
-59,244
Closed -$1.39M – 206
2013
Q2 		$1.39M Buy
+59,244
New +$1.51M 0.53% 56

Other funds holding SSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Coe Capital Management's SSI Position: Q4 2016 in Review

Coe Capital Management sold out of Stage Stores Inc (SSI) in Q4 2016, closing a stake of 242,025 shares — an estimated $1.22M sold.

Coe Capital Management first reported a position in SSI in Q2 2013 and held it in 2 quarters. The position peaked at $1.39M in Q2 2013. 115 funds tracked by Wall St. Rank hold SSI as of Q4 2016.

  • Coe Capital Management reported no remaining Stage Stores Inc position as of Q4 2016 after selling out during the quarter.
  • Coe Capital Management sold 242,025 Stage Stores Inc shares in Q4 2016, an estimated $1.22M.
  • Coe Capital Management first reported a position in Stage Stores Inc in Q2 2013 and held it in 2 quarters.
  • Coe Capital Management's Stage Stores Inc position peaked at $1.39M in Q2 2013.
  • 115 funds tracked by Wall St. Rank held Stage Stores Inc as of Q4 2016.

Based on Coe Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.