Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s STAG Industrial STAG Stock Holding History

Luther King Capital Management (LKCM)’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
2018
Q2 		– Sell
-41,145
Closed -$984K – 525
2018
Q1 		$984K Sell
41,145
-54,460
-57% -$1.33M 0.01% 353
2017
Q4 		$2.61M Sell
95,605
-1,300
-1% -$36.3K 0.02% 266
2017
Q3 		$2.66M Sell
96,905
-18,635
-16% -$515K 0.02% 258
2017
Q2 		$3.19M Sell
115,540
-39,205
-25% -$1.05M 0.03% 240
2017
Q1 		$3.87M Sell
154,745
-83,310
-35% -$2.03M 0.04% 231
2016
Q4 		$5.68M Sell
238,055
-60,660
-20% -$1.4M 0.05% 205
2016
Q3 		$7.32M Sell
298,715
-247,695
-45% -$6.06M 0.07% 186
2016
Q2 		$13M Sell
546,410
-82,400
-13% -$1.75M 0.13% 153
2016
Q1 		$12.8M Sell
628,810
-105,409
-14% -$1.86M 0.13% 153
2015
Q4 		$13.5M Buy
734,219
+329,395
+81% +$6.42M 0.13% 162
2015
Q3 		$7.37M Sell
404,824
-380,525
-48% -$7.17M 0.07% 217
2015
Q2 		$15.7M Sell
785,349
-85,040
-10% -$1.85M 0.14% 168
2015
Q1 		$20.5M Sell
870,389
-221,260
-20% -$5.57M 0.17% 147
2014
Q4 		$26.7M Buy
1,091,649
+148,194
+16% +$3.5M 0.22% 130
2014
Q3 		$19.5M Buy
+943,455
New +$21.8M 0.16% 167

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Luther King Capital Management (LKCM)'s STAG Position: Q2 2018 in Review

Luther King Capital Management (LKCM) sold out of STAG Industrial (STAG) in Q2 2018, closing a stake of 41,145 shares — an estimated $984K sold.

Luther King Capital Management (LKCM) first reported a position in STAG in Q3 2014 and held it in 15 quarters. The position peaked at $26.7M in Q4 2014. 251 funds tracked by Wall St. Rank hold STAG as of Q2 2018.

  • Luther King Capital Management (LKCM) reported no remaining STAG Industrial position as of Q2 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 41,145 STAG Industrial shares in Q2 2018, an estimated $984K.
  • Luther King Capital Management (LKCM) first reported a position in STAG Industrial in Q3 2014 and held it in 15 quarters.
  • Luther King Capital Management (LKCM)'s STAG Industrial position peaked at $26.7M in Q4 2014.
  • 251 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2018, filed 13 Aug 2018.