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Liberty Wealth Management’s STAG Industrial STAG Stock Holding History

Liberty 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
2019
Q1 		– Sell
-163
Closed -$4K – 840
2018
Q4 		$4K Buy
+163
New +$4.26K ﹤0.01% 607

Other funds holding STAG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Liberty Wealth Management's STAG Position: Q1 2019 in Review

Liberty Wealth Management sold out of STAG Industrial (STAG) in Q1 2019, closing a stake of 163 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in STAG in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 282 funds tracked by Wall St. Rank hold STAG as of Q1 2019.

  • Liberty Wealth Management reported no remaining STAG Industrial position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 163 STAG Industrial shares in Q1 2019, an estimated $4K.
  • Liberty Wealth Management first reported a position in STAG Industrial in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's STAG Industrial position peaked at $4K in Q4 2018.
  • 282 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.