WAM
STAG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return