EIM
SSI

Essex Investment Management’s Stage Stores Inc SSI Stock Holding History

Essex Investment 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
2015
Q3 		– Sell
-48,563
Closed -$851K – 347
2015
Q2 		$851K Sell
48,563
-1,240
-2% -$23.5K 0.13% 177
2015
Q1 		$1.14M Buy
+49,803
New +$1.07M 0.16% 135

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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Essex Investment Management's SSI Position: Q3 2015 in Review

Essex Investment Management sold out of Stage Stores Inc (SSI) in Q3 2015, closing a stake of 48,563 shares — an estimated $851K sold.

Essex Investment Management first reported a position in SSI in Q1 2015 and held it in 2 quarters. The position peaked at $1.14M in Q1 2015. 151 funds tracked by Wall St. Rank hold SSI as of Q3 2015.

  • Essex Investment Management reported no remaining Stage Stores Inc position as of Q3 2015 after selling out during the quarter.
  • Essex Investment Management sold 48,563 Stage Stores Inc shares in Q3 2015, an estimated $851K.
  • Essex Investment Management first reported a position in Stage Stores Inc in Q1 2015 and held it in 2 quarters.
  • Essex Investment Management's Stage Stores Inc position peaked at $1.14M in Q1 2015.
  • 151 funds tracked by Wall St. Rank held Stage Stores Inc as of Q3 2015.

Based on Essex Investment Management's 13F filing for Q3 2015, filed 4 Nov 2015.