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Independent Portfolio Consultants’s Steris STE Stock Holding History

Independent Portfolio Consultants’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-8,620
Closed -$370K – 447
2013
Q2 		$370K Buy
+8,620
New +$371K 0.17% 271

Other funds holding STE

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's STE Position: Q3 2013 in Review

Independent Portfolio Consultants sold out of Steris (STE) in Q3 2013, closing a stake of 8,620 shares — an estimated $370K sold.

Independent Portfolio Consultants first reported a position in STE in Q2 2013 and held it in 1 quarter. The position peaked at $370K in Q2 2013. 226 funds tracked by Wall St. Rank hold STE as of Q3 2013.

  • Independent Portfolio Consultants reported no remaining Steris position as of Q3 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 8,620 Steris shares in Q3 2013, an estimated $370K.
  • Independent Portfolio Consultants first reported a position in Steris in Q2 2013 and held it in 1 quarter.
  • Independent Portfolio Consultants's Steris position peaked at $370K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held Steris as of Q3 2013.

Based on Independent Portfolio Consultants's 13F filing for Q3 2013, filed 12 Nov 2013.