MM
STEW

Midas Management’s SRH Total Return Fund STEW Stock Holding History

Midas Management’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
2014
Q2 		– Sell
-185,383
Closed -$1.51M – 144
2014
Q1 		$1.51M Hold
185,383
– – 0.7% 67
2013
Q4 		$1.49M Buy
+185,383
New +$1.45M 0.7% 70

Other funds holding STEW

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Midas Management's STEW Position: Q2 2014 in Review

Midas Management sold out of SRH Total Return Fund (STEW) in Q2 2014, closing a stake of 185,383 shares — an estimated $1.51M sold.

Midas Management first reported a position in STEW in Q4 2013 and held it in 2 quarters. The position peaked at $1.51M in Q1 2014. 35 funds tracked by Wall St. Rank hold STEW as of Q2 2014.

  • Midas Management reported no remaining SRH Total Return Fund position as of Q2 2014 after selling out during the quarter.
  • Midas Management sold 185,383 SRH Total Return Fund shares in Q2 2014, an estimated $1.51M.
  • Midas Management first reported a position in SRH Total Return Fund in Q4 2013 and held it in 2 quarters.
  • Midas Management's SRH Total Return Fund position peaked at $1.51M in Q1 2014.
  • 35 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q2 2014.

Based on Midas Management's 13F filing for Q2 2014, filed 14 Aug 2014.