UCFA
SSI

United Capital Financial Advisors’s Stage Stores Inc SSI Stock Holding History

United Capital Financial Advisors’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-20,184
Closed -$184K – 1302
2015
Q4 		$184K Buy
+20,184
New +$187K ﹤0.01% 1140

Other funds holding SSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's SSI Position: Q1 2016 in Review

United Capital Financial Advisors sold out of Stage Stores Inc (SSI) in Q1 2016, closing a stake of 20,184 shares — an estimated $184K sold.

United Capital Financial Advisors first reported a position in SSI in Q4 2015 and held it in 1 quarter. The position peaked at $184K in Q4 2015. 131 funds tracked by Wall St. Rank hold SSI as of Q1 2016.

  • United Capital Financial Advisors reported no remaining Stage Stores Inc position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,184 Stage Stores Inc shares in Q1 2016, an estimated $184K.
  • United Capital Financial Advisors first reported a position in Stage Stores Inc in Q4 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Stage Stores Inc position peaked at $184K in Q4 2015.
  • 131 funds tracked by Wall St. Rank held Stage Stores Inc as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.