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Sheaff Brock Investment Advisors’s State Street STT Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,612
Closed -$952K – 611
2017
Q2 		$952K Sell
10,612
-1,100
-9% -$91.5K 0.13% 162
2017
Q1 		$932K Buy
11,712
+5,800
+98% +$460K 0.12% 158
2016
Q4 		$459K Buy
+5,912
New +$445K 0.06% 294

Other funds holding STT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sheaff Brock Investment Advisors's STT Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of State Street (STT) in Q3 2017, closing a stake of 10,612 shares — an estimated $952K sold.

Sheaff Brock Investment Advisors first reported a position in STT in Q4 2016 and held it in 3 quarters. The position peaked at $952K in Q2 2017. 815 funds tracked by Wall St. Rank hold STT as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining State Street position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,612 State Street shares in Q3 2017, an estimated $952K.
  • Sheaff Brock Investment Advisors first reported a position in State Street in Q4 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's State Street position peaked at $952K in Q2 2017.
  • 815 funds tracked by Wall St. Rank held State Street as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.