IPC
STC icon

Independent Portfolio Consultants’s Stewart Information Services STC Stock Holding History

Independent Portfolio Consultants’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-275
Closed -$13K – 898
2016
Q4 		$13K Buy
275
+45
+20% +$2.02K ﹤0.01% 682
2016
Q3 		$10K Sell
230
-55
-19% -$2.47K ﹤0.01% 682
2016
Q2 		$12K Sell
285
-80
-22% -$2.95K ﹤0.01% 681
2016
Q1 		$13K Buy
365
+115
+46% +$3.9K ﹤0.01% 698
2015
Q4 		$9K Hold
250
– – ﹤0.01% 719
2015
Q3 		$10K Buy
250
+180
+257% +$7.15K ﹤0.01% 728
2015
Q2 		$3K Hold
70
– – ﹤0.01% 815
2015
Q1 		$3K Hold
70
– – ﹤0.01% 823
2014
Q4 		$3K Buy
+70
New +$2.37K ﹤0.01% 755

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Foundation Asset Management White Plains, New York $116M AUM 31.02% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Independent Portfolio Consultants's STC Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Stewart Information Services (STC) in Q1 2017, closing a stake of 275 shares — an estimated $13K sold.

Independent Portfolio Consultants first reported a position in STC in Q4 2014 and held it in 9 quarters. The position peaked at $13K in Q4 2016. 155 funds tracked by Wall St. Rank hold STC as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Stewart Information Services position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 275 Stewart Information Services shares in Q1 2017, an estimated $13K.
  • Independent Portfolio Consultants first reported a position in Stewart Information Services in Q4 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's Stewart Information Services position peaked at $13K in Q4 2016.
  • 155 funds tracked by Wall St. Rank held Stewart Information Services as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.