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Stevens First Principles Investment Advisors’s State Street STT Stock Holding History

Stevens First Principles 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
2015
Q4 		– Sell
-500
Closed -$34K – 202
2015
Q3 		$34K Buy
+500
New +$37.2K 0.03% 132

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Stevens First Principles Investment Advisors's STT Position: Q4 2015 in Review

Stevens First Principles Investment Advisors sold out of State Street (STT) in Q4 2015, closing a stake of 500 shares — an estimated $34K sold.

Stevens First Principles Investment Advisors first reported a position in STT in Q3 2015 and held it in 1 quarter. The position peaked at $34K in Q3 2015. 704 funds tracked by Wall St. Rank hold STT as of Q4 2015.

  • Stevens First Principles Investment Advisors reported no remaining State Street position as of Q4 2015 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 500 State Street shares in Q4 2015, an estimated $34K.
  • Stevens First Principles Investment Advisors first reported a position in State Street in Q3 2015 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's State Street position peaked at $34K in Q3 2015.
  • 704 funds tracked by Wall St. Rank held State Street as of Q4 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.