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United Asset Strategies’s STAG Industrial STAG Stock Holding History

United Asset Strategies’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-65,435
Closed -$1.21M – 142
2015
Q4 		$1.21M Sell
65,435
-48,198
-42% -$939K 0.52% 52
2015
Q3 		$2.07M Sell
113,633
-2,550
-2% -$48K 0.95% 36
2015
Q2 		$2.32M Sell
116,183
-1,218
-1% -$26.5K 1.04% 38
2015
Q1 		$2.55M Buy
117,401
+31,086
+36% +$782K 1.18% 31
2014
Q4 		$2.12M Sell
86,315
-963
-1% -$22.7K 0.9% 44
2014
Q3 		$1.81M Buy
87,278
+9,406
+12% +$217K 0.81% 51
2014
Q2 		$1.87M Buy
+77,872
New +$1.86M 0.9% 43

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

United Asset Strategies's STAG Position: Q1 2016 in Review

United Asset Strategies sold out of STAG Industrial (STAG) in Q1 2016, closing a stake of 65,435 shares — an estimated $1.21M sold.

United Asset Strategies first reported a position in STAG in Q2 2014 and held it in 7 quarters. The position peaked at $2.55M in Q1 2015. 181 funds tracked by Wall St. Rank hold STAG as of Q1 2016.

  • United Asset Strategies reported no remaining STAG Industrial position as of Q1 2016 after selling out during the quarter.
  • United Asset Strategies sold 65,435 STAG Industrial shares in Q1 2016, an estimated $1.21M.
  • United Asset Strategies first reported a position in STAG Industrial in Q2 2014 and held it in 7 quarters.
  • United Asset Strategies's STAG Industrial position peaked at $2.55M in Q1 2015.
  • 181 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2016.

Based on United Asset Strategies's 13F filing for Q1 2016, filed 5 May 2016.