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Fortis Advisors’s Stagwell STGW Stock Holding History

Fortis Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,086
Closed -$128K – 323
2017
Q4 		$128K Buy
13,086
+731
+6% +$8.03K 0.08% 109
2017
Q3 		$136K Buy
12,355
+1,818
+17% +$18.3K 0.09% 85
2017
Q2 		$104K Buy
+10,537
New +$90.9K 0.08% 70

Other funds holding STGW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fortis Advisors's STGW Position: Q1 2018 in Review

Fortis Advisors sold out of Stagwell (STGW) in Q1 2018, closing a stake of 13,086 shares — an estimated $128K sold.

Fortis Advisors first reported a position in STGW in Q2 2017 and held it in 3 quarters. The position peaked at $136K in Q3 2017. 129 funds tracked by Wall St. Rank hold STGW as of Q1 2018.

  • Fortis Advisors reported no remaining Stagwell position as of Q1 2018 after selling out during the quarter.
  • Fortis Advisors sold 13,086 Stagwell shares in Q1 2018, an estimated $128K.
  • Fortis Advisors first reported a position in Stagwell in Q2 2017 and held it in 3 quarters.
  • Fortis Advisors's Stagwell position peaked at $136K in Q3 2017.
  • 129 funds tracked by Wall St. Rank held Stagwell as of Q1 2018.

Based on Fortis Advisors's 13F filing for Q1 2018, filed 11 May 2018.