Wealthspire Advisors (Maryland)’s STAG Industrial STAG Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-500	Closed	-$12K	–	2569
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	1501
2017 Q4	$14K	Hold	500	–	–	﹤0.01%	1464
2017 Q3	$14K	Hold	500	–	–	﹤0.01%	1448
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	1405
2017 Q1	$13K	Hold	500	–	–	﹤0.01%	1246
2016 Q4	$12K	Hold	500	–	–	﹤0.01%	1169
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	1205
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	1167
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	1192
2015 Q4	$9K	Buy	+500	New	+$9.74K	﹤0.01%	1224

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STAG Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of STAG Industrial (STAG) in Q2 2018, closing a stake of 500 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in STAG in Q4 2015 and held it in 10 quarters. The position peaked at $14K in Q4 2017. 251 funds tracked by Wall St. Rank hold STAG as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining STAG Industrial position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 500 STAG Industrial shares in Q2 2018, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in STAG Industrial in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s STAG Industrial position peaked at $14K in Q4 2017.
251 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.