FIM
SSI

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

Friedberg 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
2014
Q3 		– Sell
-257,520
Closed -$6.18M – 111
2014
Q2 		$6.18M Buy
257,520
+23,590
+10% +$472K 2.26% 9
2014
Q1 		$5.64M Buy
233,930
+9,250
+4% +$196K 2.2% 12
2013
Q4 		$4.58M Buy
224,680
+2,150
+1% +$44.9K 1.85% 14
2013
Q3 		$4.48M Buy
222,530
+9,600
+5% +$211K 1.95% 14
2013
Q2 		$4.25M Buy
+212,930
New +$5.43M 1.91% 16

Other funds holding SSI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Friedberg Investment Management's SSI Position: Q3 2014 in Review

Friedberg Investment Management sold out of Stage Stores Inc (SSI) in Q3 2014, closing a stake of 257,520 shares — an estimated $6.18M sold.

Friedberg Investment Management first reported a position in SSI in Q2 2013 and held it in 5 quarters. The position peaked at $6.18M in Q2 2014. 127 funds tracked by Wall St. Rank hold SSI as of Q3 2014.

  • Friedberg Investment Management reported no remaining Stage Stores Inc position as of Q3 2014 after selling out during the quarter.
  • Friedberg Investment Management sold 257,520 Stage Stores Inc shares in Q3 2014, an estimated $6.18M.
  • Friedberg Investment Management first reported a position in Stage Stores Inc in Q2 2013 and held it in 5 quarters.
  • Friedberg Investment Management's Stage Stores Inc position peaked at $6.18M in Q2 2014.
  • 127 funds tracked by Wall St. Rank held Stage Stores Inc as of Q3 2014.

Based on Friedberg Investment Management's 13F filing for Q3 2014, filed 29 Oct 2014.