MBE
STR

Michael B. Elefante’s QUESTAR CORP STR Stock Holding History

Michael B. Elefante’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$151K Sell
5,978
-60
-1% -$1.43K 0.17% 86
2014
Q3 		$135K Sell
6,038
-3,401
-36% -$78.3K 0.06% 111
2014
Q2 		$234K Sell
9,439
-962
-9% -$22.8K 0.1% 94
2014
Q1 		$247K Buy
10,401
+745
+8% +$17.4K 0.11% 88
2013
Q4 		$222K Buy
+9,656
New +$222K 0.1% 92
2013
Q3 		– Sell
-13,656
Closed -$326K – 112
2013
Q2 		$326K Buy
+13,656
New +$336K 0.18% 69

Other funds holding STR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return