MWPCG
STOR

Measured Wealth Private Client Group’s STORE Capital Corporation STOR Stock Holding History

Measured Wealth Private Client Group’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,900
Closed -$135K – 762
2018
Q3 		$135K Buy
+4,900
New +$138K 0.08% 189

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of STORE Capital Corporation (STOR) in Q4 2018, closing a stake of 4,900 shares — an estimated $135K sold.

Measured Wealth Private Client Group first reported a position in STOR in Q3 2018 and held it in 1 quarter. The position peaked at $135K in Q3 2018. 366 funds tracked by Wall St. Rank hold STOR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining STORE Capital Corporation position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,900 STORE Capital Corporation shares in Q4 2018, an estimated $135K.
  • Measured Wealth Private Client Group first reported a position in STORE Capital Corporation in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's STORE Capital Corporation position peaked at $135K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q4 2018.

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