CIM
STEW

Corbyn Investment Management’s SRH Total Return Fund STEW Stock Holding History

Corbyn Investment Management’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,000
Closed -$22K – 97
2018
Q1 		$22K Buy
+2,000
New +$22.4K 0.01% 76

Other funds holding STEW

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Morgan Stanley
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Corbyn Investment Management's STEW Position: Q2 2018 in Review

Corbyn Investment Management sold out of SRH Total Return Fund (STEW) in Q2 2018, closing a stake of 2,000 shares — an estimated $22K sold.

Corbyn Investment Management first reported a position in STEW in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 97 funds tracked by Wall St. Rank hold STEW as of Q2 2018.

  • Corbyn Investment Management reported no remaining SRH Total Return Fund position as of Q2 2018 after selling out during the quarter.
  • Corbyn Investment Management sold 2,000 SRH Total Return Fund shares in Q2 2018, an estimated $22K.
  • Corbyn Investment Management first reported a position in SRH Total Return Fund in Q1 2018 and held it in 1 quarter.
  • Corbyn Investment Management's SRH Total Return Fund position peaked at $22K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2018.

Based on Corbyn Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.