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IFP Advisors’s Star Group SGU Stock Holding History

IFP Advisors’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,395
Closed -$50K – 3264
2018
Q4 		$50K Sell
5,395
-2,500
-32% -$24K ﹤0.01% 1619
2018
Q3 		$77K Buy
7,895
+500
+7% +$4.82K ﹤0.01% 1643
2018
Q2 		$72K Buy
7,395
+2,675
+57% +$25.7K ﹤0.01% 1696
2018
Q1 		$51K Hold
4,720
– – ﹤0.01% 1798
2017
Q4 		$51K Sell
4,720
-4,600
-49% -$49.1K ﹤0.01% 1815
2017
Q3 		$106K Sell
9,320
-2,000
-18% -$21.5K ﹤0.01% 1517
2017
Q2 		$123K Buy
11,320
+720
+7% +$7.12K 0.01% 1419
2017
Q1 		$98K Buy
10,600
+200
+2% +$2.01K ﹤0.01% 1505
2016
Q4 		$112K Hold
10,400
– – 0.01% 1390
2016
Q3 		$100K Hold
10,400
– – 0.01% 1361
2016
Q2 		$92K Buy
+10,400
New +$89.3K 0.01% 1390
2016
Q1 		– Sell
-2,500
Closed -$19K – 3269
2015
Q4 		$19K Buy
+2,500
New +$19.7K ﹤0.01% 2195

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

IFP Advisors's SGU Position: Q1 2019 in Review

IFP Advisors sold out of Star Group (SGU) in Q1 2019, closing a stake of 5,395 shares — an estimated $50K sold.

IFP Advisors first reported a position in SGU in Q4 2015 and held it in 12 quarters. The position peaked at $123K in Q2 2017. 57 funds tracked by Wall St. Rank hold SGU as of Q1 2019.

  • IFP Advisors reported no remaining Star Group position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 5,395 Star Group shares in Q1 2019, an estimated $50K.
  • IFP Advisors first reported a position in Star Group in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Star Group position peaked at $123K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Star Group as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.