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Keebeck Wealth Management’s STAG Industrial STAG Stock Holding History

Keebeck Wealth Management’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
2020
Q3 		– Sell
-500
Closed -$14K – 333
2020
Q2 		$14K Buy
+500
New +$13.2K ﹤0.01% 297
2020
Q1 		– Sell
-500
Closed -$15K – 307
2019
Q4 		$15K Buy
+500
New +$15.3K ﹤0.01% 278

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keebeck Wealth Management's STAG Position: Q3 2020 in Review

Keebeck Wealth Management sold out of STAG Industrial (STAG) in Q3 2020, closing a stake of 500 shares — an estimated $14K sold.

Keebeck Wealth Management first reported a position in STAG in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 353 funds tracked by Wall St. Rank hold STAG as of Q3 2020.

  • Keebeck Wealth Management reported no remaining STAG Industrial position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 500 STAG Industrial shares in Q3 2020, an estimated $14K.
  • Keebeck Wealth Management first reported a position in STAG Industrial in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's STAG Industrial position peaked at $15K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.