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Royal Fund Management’s STAG Industrial STAG Stock Holding History

Royal Fund Management’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
2018
Q3 		– Sell
-315
Closed -$8K – 642
2018
Q2 		$8K Buy
+315
New +$8.05K ﹤0.01% 378
2017
Q1 		– Sell
-238
Closed -$5K – 468
2016
Q4 		$5K Buy
+238
New +$5.48K ﹤0.01% 306

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Royal Fund Management's STAG Position: Q3 2018 in Review

Royal Fund Management sold out of STAG Industrial (STAG) in Q3 2018, closing a stake of 315 shares — an estimated $8K sold.

Royal Fund Management first reported a position in STAG in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 269 funds tracked by Wall St. Rank hold STAG as of Q3 2018.

  • Royal Fund Management reported no remaining STAG Industrial position as of Q3 2018 after selling out during the quarter.
  • Royal Fund Management sold 315 STAG Industrial shares in Q3 2018, an estimated $8K.
  • Royal Fund Management first reported a position in STAG Industrial in Q4 2016 and held it in 2 quarters.
  • Royal Fund Management's STAG Industrial position peaked at $8K in Q2 2018.
  • 269 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.