SPIA
CGI

Steward Partners Investment Advisory’s Celadon Group Inc CGI Stock Holding History

Steward Partners Investment Advisory’s Portfolio CGI Stock Details CGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed – – 2018
2017
Q3 		$0 Hold
100
– – ﹤0.01% 1829
2017
Q2 		$0 Buy
+100
New +$313 ﹤0.01% 1763

Other funds holding CGI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LM
Litespeed Management New York $48.2M AUM 9.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's CGI Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Celadon Group Inc (CGI) in Q4 2017, closing a stake of 100 shares.

Steward Partners Investment Advisory first reported a position in CGI in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 82 funds tracked by Wall St. Rank hold CGI as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Celadon Group Inc position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Celadon Group Inc shares in Q4 2017.
  • Steward Partners Investment Advisory first reported a position in Celadon Group Inc in Q2 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Celadon Group Inc position peaked at $0 in Q3 2017.
  • 82 funds tracked by Wall St. Rank held Celadon Group Inc as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.