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New England Private Wealth Advisors’s STAG Industrial STAG Stock Holding History

New England Private Wealth Advisors’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
2016
Q3 		– Sell
-13,258
Closed -$145K – 124
2016
Q2 		$145K Sell
13,258
-15,367
-54% -$327K 0.06% 115
2016
Q1 		$372K Buy
+28,625
New +$506K 0.15% 78

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

New England Private Wealth Advisors's STAG Position: Q3 2016 in Review

New England Private Wealth Advisors sold out of STAG Industrial (STAG) in Q3 2016, closing a stake of 13,258 shares — an estimated $145K sold.

New England Private Wealth Advisors first reported a position in STAG in Q1 2016 and held it in 2 quarters. The position peaked at $372K in Q1 2016. 193 funds tracked by Wall St. Rank hold STAG as of Q3 2016.

  • New England Private Wealth Advisors reported no remaining STAG Industrial position as of Q3 2016 after selling out during the quarter.
  • New England Private Wealth Advisors sold 13,258 STAG Industrial shares in Q3 2016, an estimated $145K.
  • New England Private Wealth Advisors first reported a position in STAG Industrial in Q1 2016 and held it in 2 quarters.
  • New England Private Wealth Advisors's STAG Industrial position peaked at $372K in Q1 2016.
  • 193 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2016.

Based on New England Private Wealth Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.