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Stoneridge Investment Partners’s STAAR Surgical STAA Stock Holding History

Stoneridge Investment Partners’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-30,747
Closed -$169K – 312
2016
Q2 		$169K Hold
30,747
– – 0.03% 266
2016
Q1 		$227K Sell
30,747
-39,525
-56% -$268K 0.03% 255
2015
Q4 		$502K Sell
70,272
-9,282
-12% -$75.2K 0.07% 210
2015
Q3 		$617K Buy
+79,554
New +$655K 0.09% 193

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stoneridge Investment Partners's STAA Position: Q3 2016 in Review

Stoneridge Investment Partners sold out of STAAR Surgical (STAA) in Q3 2016, closing a stake of 30,747 shares — an estimated $169K sold.

Stoneridge Investment Partners first reported a position in STAA in Q3 2015 and held it in 4 quarters. The position peaked at $617K in Q3 2015. 72 funds tracked by Wall St. Rank hold STAA as of Q3 2016.

  • Stoneridge Investment Partners reported no remaining STAAR Surgical position as of Q3 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 30,747 STAAR Surgical shares in Q3 2016, an estimated $169K.
  • Stoneridge Investment Partners first reported a position in STAAR Surgical in Q3 2015 and held it in 4 quarters.
  • Stoneridge Investment Partners's STAAR Surgical position peaked at $617K in Q3 2015.
  • 72 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2016.

Based on Stoneridge Investment Partners's 13F filing for Q3 2016, filed 28 Oct 2016.