HR
SSI

Howe & Rusling’s Stage Stores Inc SSI Stock Holding History

Howe & Rusling’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
2017
Q1 		– Sell
-275
Closed -$1K – 1078
2016
Q4 		$1K Hold
275
– – ﹤0.01% 1002
2016
Q3 		$2K Hold
275
– – ﹤0.01% 913
2016
Q2 		$1K Hold
275
– – ﹤0.01% 940
2016
Q1 		$2K Sell
275
-35
-11% -$281 ﹤0.01% 898
2015
Q4 		$3K Buy
+310
New +$2.87K ﹤0.01% 774

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Howe & Rusling's SSI Position: Q1 2017 in Review

Howe & Rusling sold out of Stage Stores Inc (SSI) in Q1 2017, closing a stake of 275 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SSI in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2015. 86 funds tracked by Wall St. Rank hold SSI as of Q1 2017.

  • Howe & Rusling reported no remaining Stage Stores Inc position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 275 Stage Stores Inc shares in Q1 2017, an estimated $1K.
  • Howe & Rusling first reported a position in Stage Stores Inc in Q4 2015 and held it in 5 quarters.
  • Howe & Rusling's Stage Stores Inc position peaked at $3K in Q4 2015.
  • 86 funds tracked by Wall St. Rank held Stage Stores Inc as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.