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Friedberg Investment Management’s STAG Industrial STAG Stock Holding History

Friedberg Investment Management’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
2017
Q3 		$948K Sell
34,510
-162,082
-82% -$4.48M 1.53% 25
2017
Q2 		$5.43M Sell
196,592
-8,818
-4% -$236K 2.32% 12
2017
Q1 		$5.14M Sell
205,410
-5,340
-3% -$130K 2.17% 12
2016
Q4 		$5.03M Sell
210,750
-250
-0.1% -$5.76K 2.3% 12
2016
Q3 		$5.17M Sell
211,000
-5,100
-2% -$125K 2.23% 13
2016
Q2 		$5.14M Sell
216,100
-12,100
-5% -$257K 2.43% 13
2016
Q1 		$4.65M Sell
228,200
-6,070
-3% -$107K 2.32% 12
2015
Q4 		$4.32M Sell
234,270
-29,160
-11% -$568K 2.11% 12
2015
Q3 		$4.8M Sell
263,430
-4,440
-2% -$83.7K 2.29% 12
2015
Q2 		$5.36M Sell
267,870
-510
-0.2% -$11.1K 2.02% 13
2015
Q1 		$6.31M Buy
268,380
+400
+0.1% +$10.1K 2.29% 12
2014
Q4 		$6.57M Buy
267,980
+2,750
+1% +$64.9K 2.58% 7
2014
Q3 		$5.49M Buy
+265,230
New +$6.11M 2.11% 11

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Friedberg Investment Management's STAG Position: Q3 2017 in Review

Friedberg Investment Management reduced its STAG Industrial (STAG) stake by 82% in Q3 2017, selling an estimated $4.48M and leaving 34,510 shares worth $948K. The position accounts for 1.53% of the portfolio, ranked #25.

Friedberg Investment Management first reported a position in STAG in Q3 2014 and has held it in 13 quarters since. The position peaked at $6.57M in Q4 2014. 226 funds tracked by Wall St. Rank hold STAG as of Q3 2017.

  • Friedberg Investment Management held 34,510 shares of STAG Industrial worth $948K as of Q3 2017.
  • Friedberg Investment Management sold 162,082 STAG Industrial shares in Q3 2017, an estimated $4.48M.
  • STAG Industrial made up 1.53% of Friedberg Investment Management's portfolio in Q3 2017, its #25 holding.
  • Friedberg Investment Management first reported a position in STAG Industrial in Q3 2014 and has held it in 13 quarters since.
  • Friedberg Investment Management's STAG Industrial position peaked at $6.57M in Q4 2014.
  • 226 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.