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Wealthspire Advisors (Maryland)’s Star Group SGU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,171
Closed -$11K – 1734
2019
Q1 		$11K Buy
1,171
+15
+1% +$143 ﹤0.01% 1499
2018
Q4 		$11K Buy
+1,156
New +$11.1K ﹤0.01% 1435

Other funds holding SGU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SGU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Star Group (SGU) in Q2 2019, closing a stake of 1,171 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in SGU in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 74 funds tracked by Wall St. Rank hold SGU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Star Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,171 Star Group shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Star Group in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Star Group position peaked at $11K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held Star Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.