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Moody Lynn & Lieberson’s STAG Industrial STAG Stock Holding History

Moody Lynn & Lieberson’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
2015
Q3 		– Sell
-116,080
Closed -$2.32M – 193
2015
Q2 		$2.32M Sell
116,080
-65,366
-36% -$1.42M 0.37% 71
2015
Q1 		$4.27M Sell
181,446
-27,502
-13% -$692K 0.68% 51
2014
Q4 		$5.12M Buy
208,948
+757
+0.4% +$17.9K 0.73% 50
2014
Q3 		$4.31M Sell
208,191
-6,384
-3% -$147K 0.64% 52
2014
Q2 		$5.15M Buy
214,575
+51,189
+31% +$1.23M 0.71% 59
2014
Q1 		$3.94M Buy
163,386
+18,800
+13% +$420K 0.57% 67
2013
Q4 		$2.95M Buy
144,586
+140
+0.1% +$2.92K 0.4% 80
2013
Q3 		$2.91M Sell
144,446
-502
-0.3% -$10.3K 0.45% 76
2013
Q2 		$2.89M Buy
+144,948
New +$3.17M 0.51% 66

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Moody Lynn & Lieberson's STAG Position: Q3 2015 in Review

Moody Lynn & Lieberson sold out of STAG Industrial (STAG) in Q3 2015, closing a stake of 116,080 shares — an estimated $2.32M sold.

Moody Lynn & Lieberson first reported a position in STAG in Q2 2013 and held it in 9 quarters. The position peaked at $5.15M in Q2 2014. 181 funds tracked by Wall St. Rank hold STAG as of Q3 2015.

  • Moody Lynn & Lieberson reported no remaining STAG Industrial position as of Q3 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 116,080 STAG Industrial shares in Q3 2015, an estimated $2.32M.
  • Moody Lynn & Lieberson first reported a position in STAG Industrial in Q2 2013 and held it in 9 quarters.
  • Moody Lynn & Lieberson's STAG Industrial position peaked at $5.15M in Q2 2014.
  • 181 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2015, filed 28 Oct 2015.