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New Harbor Financial Group’s Star Group SGU Stock Holding History

New Harbor Financial Group’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$5K – 106
2013
Q3 		$5K Hold
1,000
– – 0.01% 80
2013
Q2 		$5K Buy
+1,000
New +$4.8K 0.01% 80

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

New Harbor Financial Group's SGU Position: Q4 2013 in Review

New Harbor Financial Group sold out of Star Group (SGU) in Q4 2013, closing a stake of 1,000 shares — an estimated $5K sold.

New Harbor Financial Group first reported a position in SGU in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 35 funds tracked by Wall St. Rank hold SGU as of Q4 2013.

  • New Harbor Financial Group reported no remaining Star Group position as of Q4 2013 after selling out during the quarter.
  • New Harbor Financial Group sold 1,000 Star Group shares in Q4 2013, an estimated $5K.
  • New Harbor Financial Group first reported a position in Star Group in Q2 2013 and held it in 2 quarters.
  • New Harbor Financial Group's Star Group position peaked at $5K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held Star Group as of Q4 2013.

Based on New Harbor Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.