KCM
SSI

Kennedy Capital Management’s Stage Stores Inc SSI Stock Holding History

Kennedy Capital Management’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-150,192
Closed -$1.37M – 785
2015
Q4 		$1.37M Sell
150,192
-536,104
-78% -$4.96M 0.03% 623
2015
Q3 		$6.75M Buy
686,296
+227,796
+50% +$3.26M 0.14% 272
2015
Q2 		$8.04M Buy
+458,500
New +$8.69M 0.14% 252
2014
Q1 		– Sell
-30,818
Closed -$685K – 797
2013
Q4 		$685K Buy
+30,818
New +$644K 0.01% 677

Other funds holding SSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management's SSI Position: Q1 2016 in Review

Kennedy Capital Management sold out of Stage Stores Inc (SSI) in Q1 2016, closing a stake of 150,192 shares — an estimated $1.37M sold.

Kennedy Capital Management first reported a position in SSI in Q4 2013 and held it in 4 quarters. The position peaked at $8.04M in Q2 2015. 131 funds tracked by Wall St. Rank hold SSI as of Q1 2016.

  • Kennedy Capital Management reported no remaining Stage Stores Inc position as of Q1 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 150,192 Stage Stores Inc shares in Q1 2016, an estimated $1.37M.
  • Kennedy Capital Management first reported a position in Stage Stores Inc in Q4 2013 and held it in 4 quarters.
  • Kennedy Capital Management's Stage Stores Inc position peaked at $8.04M in Q2 2015.
  • 131 funds tracked by Wall St. Rank held Stage Stores Inc as of Q1 2016.

Based on Kennedy Capital Management's 13F filing for Q1 2016, filed 13 May 2016.