MWPCG
STEW

Measured Wealth Private Client Group’s SRH Total Return Fund STEW Stock Holding History

Measured Wealth Private Client Group’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$4K – 620
2018
Q3 		$4K Buy
+400
New +$4.38K ﹤0.01% 723

Other funds holding STEW

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Measured Wealth Private Client Group's STEW Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of SRH Total Return Fund (STEW) in Q4 2018, closing a stake of 400 shares — an estimated $4K sold.

Measured Wealth Private Client Group first reported a position in STEW in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 99 funds tracked by Wall St. Rank hold STEW as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining SRH Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 400 SRH Total Return Fund shares in Q4 2018, an estimated $4K.
  • Measured Wealth Private Client Group first reported a position in SRH Total Return Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's SRH Total Return Fund position peaked at $4K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.