KCM
STEL

Kennedy Capital Management’s STELLARONE CORPORATION COM STEL Stock Holding History

Kennedy Capital Management’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-201,663
Closed -$4.54M – 827
2013
Q3 		$4.54M Sell
201,663
-86,514
-30% -$1.85M 0.09% 391
2013
Q2 		$5.66M Buy
+288,177
New +$4.69M 0.12% 335

Other funds holding STEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kennedy Capital Management's STEL Position: Q4 2013 in Review

Kennedy Capital Management sold out of STELLARONE CORPORATION COM (STEL) in Q4 2013, closing a stake of 201,663 shares — an estimated $4.54M sold.

Kennedy Capital Management first reported a position in STEL in Q2 2013 and held it in 2 quarters. The position peaked at $5.66M in Q2 2013. 70 funds tracked by Wall St. Rank hold STEL as of Q4 2013.

  • Kennedy Capital Management reported no remaining STELLARONE CORPORATION COM position as of Q4 2013 after selling out during the quarter.
  • Kennedy Capital Management sold 201,663 STELLARONE CORPORATION COM shares in Q4 2013, an estimated $4.54M.
  • Kennedy Capital Management first reported a position in STELLARONE CORPORATION COM in Q2 2013 and held it in 2 quarters.
  • Kennedy Capital Management's STELLARONE CORPORATION COM position peaked at $5.66M in Q2 2013.
  • 70 funds tracked by Wall St. Rank held STELLARONE CORPORATION COM as of Q4 2013.

Based on Kennedy Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.