Peachtree Investment Advisors’s Star Group SGU Stock Holding History

Peachtree Investment Advisors’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
2014 Q4	–	Sell	-645	Closed	-$4K	–	380
2014 Q3	$4K	Buy	+645	New	+$3.9K	﹤0.01%	340

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

SLG

Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Advisors's SGU Position: Q4 2014 in Review

Peachtree Investment Advisors sold out of Star Group (SGU) in Q4 2014, closing a stake of 645 shares — an estimated $4K sold.

Peachtree Investment Advisors first reported a position in SGU in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 43 funds tracked by Wall St. Rank hold SGU as of Q4 2014.

Peachtree Investment Advisors reported no remaining Star Group position as of Q4 2014 after selling out during the quarter.
Peachtree Investment Advisors sold 645 Star Group shares in Q4 2014, an estimated $4K.
Peachtree Investment Advisors first reported a position in Star Group in Q3 2014 and held it in 1 quarter.
Peachtree Investment Advisors's Star Group position peaked at $4K in Q3 2014.
43 funds tracked by Wall St. Rank held Star Group as of Q4 2014.

Based on Peachtree Investment Advisors's 13F filing for Q4 2014, filed 29 Jan 2015.