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Independent Portfolio Consultants’s Stagwell STGW Stock Holding History

Independent Portfolio Consultants’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,360
Closed -$122K – 858
2016
Q3 		$122K Buy
11,360
+2,145
+23% +$30.2K 0.04% 421
2016
Q2 		$169K Buy
9,215
+785
+9% +$15.1K 0.05% 366
2016
Q1 		$199K Buy
8,430
+1,575
+23% +$31.9K 0.06% 341
2015
Q4 		$149K Buy
6,855
+1,325
+24% +$28K 0.04% 377
2015
Q3 		$102K Buy
5,530
+1,315
+31% +$24.6K 0.02% 452
2015
Q2 		$83K Buy
4,215
+995
+31% +$22.7K 0.02% 532
2015
Q1 		$91K Buy
3,220
+3,105
+2,700% +$78.4K 0.02% 500
2014
Q4 		$3K Buy
+115
New +$2.41K ﹤0.01% 756

Other funds holding STGW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TAM
Taylor Asset Management Toronto, Ontario, Canada $154M AUM 10.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Portfolio Consultants's STGW Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Stagwell (STGW) in Q4 2016, closing a stake of 11,360 shares — an estimated $122K sold.

Independent Portfolio Consultants first reported a position in STGW in Q4 2014 and held it in 8 quarters. The position peaked at $199K in Q1 2016. 119 funds tracked by Wall St. Rank hold STGW as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Stagwell position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 11,360 Stagwell shares in Q4 2016, an estimated $122K.
  • Independent Portfolio Consultants first reported a position in Stagwell in Q4 2014 and held it in 8 quarters.
  • Independent Portfolio Consultants's Stagwell position peaked at $199K in Q1 2016.
  • 119 funds tracked by Wall St. Rank held Stagwell as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.