MLL
STR

Moody Lynn & Lieberson’s QUESTAR CORP STR Stock Holding History

Moody Lynn & Lieberson’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
2015
Q1 		– Sell
-7,909
Closed -$200K – 212
2014
Q4 		$200K Buy
+7,909
New +$189K 0.03% 187
2014
Q3 		– Sell
-20,620
Closed -$511K – 223
2014
Q2 		$511K Sell
20,620
-171
-0.8% -$4.06K 0.07% 121
2014
Q1 		$494K Sell
20,791
-400
-2% -$9.32K 0.07% 124
2013
Q4 		$487K Sell
21,191
-327
-2% -$7.5K 0.07% 132
2013
Q3 		$484K Sell
21,518
-692
-3% -$16K 0.07% 125
2013
Q2 		$530K Buy
+22,210
New +$546K 0.09% 110

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Moody Lynn & Lieberson's STR Position: Q1 2015 in Review

Moody Lynn & Lieberson sold out of QUESTAR CORP (STR) in Q1 2015, closing a stake of 7,909 shares — an estimated $200K sold.

Moody Lynn & Lieberson first reported a position in STR in Q2 2013 and held it in 6 quarters. The position peaked at $530K in Q2 2013. 312 funds tracked by Wall St. Rank hold STR as of Q1 2015.

  • Moody Lynn & Lieberson reported no remaining QUESTAR CORP position as of Q1 2015 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,909 QUESTAR CORP shares in Q1 2015, an estimated $200K.
  • Moody Lynn & Lieberson first reported a position in QUESTAR CORP in Q2 2013 and held it in 6 quarters.
  • Moody Lynn & Lieberson's QUESTAR CORP position peaked at $530K in Q2 2013.
  • 312 funds tracked by Wall St. Rank held QUESTAR CORP as of Q1 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2015, filed 29 Apr 2015.