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Kennedy Capital Management’s STAAR Surgical STAA Stock Holding History

Kennedy Capital Management’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-202,902
Closed -$1.12M – 749
2016
Q2 		$1.12M Buy
202,902
+53,472
+36% +$345K 0.02% 643
2016
Q1 		$1.1M Buy
+149,430
New +$1.01M 0.02% 656
2015
Q2 		– Sell
-400,800
Closed -$2.98M – 748
2015
Q1 		$2.98M Buy
+400,800
New +$2.93M 0.05% 512

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kennedy Capital Management's STAA Position: Q3 2016 in Review

Kennedy Capital Management sold out of STAAR Surgical (STAA) in Q3 2016, closing a stake of 202,902 shares — an estimated $1.12M sold.

Kennedy Capital Management first reported a position in STAA in Q1 2015 and held it in 3 quarters. The position peaked at $2.98M in Q1 2015. 72 funds tracked by Wall St. Rank hold STAA as of Q3 2016.

  • Kennedy Capital Management reported no remaining STAAR Surgical position as of Q3 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 202,902 STAAR Surgical shares in Q3 2016, an estimated $1.12M.
  • Kennedy Capital Management first reported a position in STAAR Surgical in Q1 2015 and held it in 3 quarters.
  • Kennedy Capital Management's STAAR Surgical position peaked at $2.98M in Q1 2015.
  • 72 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2016.

Based on Kennedy Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.