RWA Wealth Partners’s Star Group SGU Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-2,000	Closed	-$20K	–	616
2018 Q2	$20K	Buy	+2,000	New	+$19.2K	﹤0.01%	538

Other funds holding SGU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

OCP

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

LWCA

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

Lubar & Co Milwaukee, Wisconsin $119M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RWA Wealth Partners's SGU Position: Q3 2018 in Review

RWA Wealth Partners sold out of Star Group (SGU) in Q3 2018, closing a stake of 2,000 shares — an estimated $20K sold.

RWA Wealth Partners first reported a position in SGU in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 54 funds tracked by Wall St. Rank hold SGU as of Q3 2018.

RWA Wealth Partners reported no remaining Star Group position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 2,000 Star Group shares in Q3 2018, an estimated $20K.
RWA Wealth Partners first reported a position in Star Group in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Star Group position peaked at $20K in Q2 2018.
54 funds tracked by Wall St. Rank held Star Group as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.