RMPWM
STRL icon

Rocky Mountain Private Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Rocky Mountain Private Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$0 Hold
100
– – ﹤0.01% 25
2016
Q2 		$0 Hold
100
– – ﹤0.01% 25
2016
Q1 		$0 Hold
100
– – ﹤0.01% 26
2015
Q4 		$0 Buy
+100
New +$507 ﹤0.01% 26

Other funds holding STRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return

Rocky Mountain Private Wealth Management's STRL Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Sterling Infrastructure (STRL) position steady in Q3 2016 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #25.

Rocky Mountain Private Wealth Management first reported a position in STRL in Q4 2015 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold STRL as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 100 shares of Sterling Infrastructure worth $0 as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Sterling Infrastructure share count unchanged in Q3 2016.
  • Sterling Infrastructure made up ﹤0.01% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #25 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Sterling Infrastructure in Q4 2015 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.