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Ironwood Financial’s State Street STT Stock Holding History

Ironwood Financial’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-132
Closed -$10K – 381
2015
Q2 		$10K Buy
+132
New +$10.3K ﹤0.01% 206

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Ironwood Financial's STT Position: Q3 2015 in Review

Ironwood Financial sold out of State Street (STT) in Q3 2015, closing a stake of 132 shares — an estimated $10K sold.

Ironwood Financial first reported a position in STT in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 703 funds tracked by Wall St. Rank hold STT as of Q3 2015.

  • Ironwood Financial reported no remaining State Street position as of Q3 2015 after selling out during the quarter.
  • Ironwood Financial sold 132 State Street shares in Q3 2015, an estimated $10K.
  • Ironwood Financial first reported a position in State Street in Q2 2015 and held it in 1 quarter.
  • Ironwood Financial's State Street position peaked at $10K in Q2 2015.
  • 703 funds tracked by Wall St. Rank held State Street as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.