JIC
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Joel Isaacson & Co’s STAG Industrial STAG Stock Holding History

Joel Isaacson & Co’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 700
2016
Q3 		$5K Hold
200
– – ﹤0.01% 625
2016
Q2 		$5K Hold
200
– – ﹤0.01% 619
2016
Q1 		$4K Hold
200
– – ﹤0.01% 684
2015
Q4 		$4K Hold
200
– – ﹤0.01% 641
2015
Q3 		$4K Buy
+200
New +$3.77K ﹤0.01% 645

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Joel Isaacson & Co's STAG Position: Q4 2016 in Review

Joel Isaacson & Co sold out of STAG Industrial (STAG) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in STAG in Q3 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2016. 207 funds tracked by Wall St. Rank hold STAG as of Q4 2016.

  • Joel Isaacson & Co reported no remaining STAG Industrial position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 200 STAG Industrial shares in Q4 2016, an estimated $5K.
  • Joel Isaacson & Co first reported a position in STAG Industrial in Q3 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's STAG Industrial position peaked at $5K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.