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Emerald Mutual Fund Advisers Trust’s STAG Industrial STAG Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-256,781
Closed -$7.53M – 354
2020
Q2 		$7.53M Buy
256,781
+64,360
+33% +$1.69M 0.36% 97
2020
Q1 		$4.33M Sell
192,421
-118,353
-38% -$3.44M 0.27% 107
2019
Q4 		$9.81M Buy
310,774
+236,124
+316% +$7.24M 0.4% 89
2019
Q3 		$2.2M Buy
+74,650
New +$2.22M 0.1% 171

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's STAG Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of STAG Industrial (STAG) in Q3 2020, closing a stake of 256,781 shares — an estimated $7.53M sold.

Emerald Mutual Fund Advisers Trust first reported a position in STAG in Q3 2019 and held it in 4 quarters. The position peaked at $9.81M in Q4 2019. 353 funds tracked by Wall St. Rank hold STAG as of Q3 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining STAG Industrial position as of Q3 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 256,781 STAG Industrial shares in Q3 2020, an estimated $7.53M.
  • Emerald Mutual Fund Advisers Trust first reported a position in STAG Industrial in Q3 2019 and held it in 4 quarters.
  • Emerald Mutual Fund Advisers Trust's STAG Industrial position peaked at $9.81M in Q4 2019.
  • 353 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.