RPCONE
STEW

Retirement Planning Company of New England’s SRH Total Return Fund STEW Stock Holding History

Retirement Planning Company of New England’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,846
Closed -$68K – 791
2021
Q4 		$68K Buy
+4,846
New +$65.3K 0.03% 362

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Retirement Planning Company of New England's STEW Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of SRH Total Return Fund (STEW) in Q1 2022, closing a stake of 4,846 shares — an estimated $68K sold.

Retirement Planning Company of New England first reported a position in STEW in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 95 funds tracked by Wall St. Rank hold STEW as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining SRH Total Return Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 4,846 SRH Total Return Fund shares in Q1 2022, an estimated $68K.
  • Retirement Planning Company of New England first reported a position in SRH Total Return Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's SRH Total Return Fund position peaked at $68K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.