Welch & Forbes’s St Jude Medical STJ Stock Holding History

Welch & Forbes’s Portfolio STJ Stock Details STJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5,565	Closed	-$446K	–	361
2016 Q4	$446K	Buy	5,565 +300	+6%	+$23.8K	0.01%	254
2016 Q3	$420K	Hold	5,265	–	–	0.01%	224
2016 Q2	$411K	Hold	5,265	–	–	0.01%	261
2016 Q1	$290K	Hold	5,265	–	–	0.01%	285
2015 Q4	$325K	Hold	5,265	–	–	0.01%	268
2015 Q3	$332K	Hold	5,265	–	–	0.01%	278
2015 Q2	$385K	Hold	5,265	–	–	0.01%	272
2015 Q1	$344K	Hold	5,265	–	–	0.01%	279
2014 Q4	$342K	Sell	5,265 -235	-4%	-$15.1K	0.01%	290
2014 Q3	$331K	Hold	5,500	–	–	0.01%	288
2014 Q2	$381K	Buy	5,500 +1,000	+22%	+$64.8K	0.01%	265
2014 Q1	$294K	Hold	4,500	–	–	0.01%	287
2013 Q4	$279K	Sell	4,500 -40	-0.9%	-$2.32K	0.01%	285
2013 Q3	$244K	Hold	4,540	–	–	0.01%	310
2013 Q2	$207K	Buy	+4,540	New	+$197K	0.01%	305

Other funds holding STJ

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Welch & Forbes's STJ Position: Q1 2017 in Review

Welch & Forbes sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 5,565 shares — an estimated $446K sold.

Welch & Forbes first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $446K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

Welch & Forbes reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
Welch & Forbes sold 5,565 St Jude Medical shares in Q1 2017, an estimated $446K.
Welch & Forbes first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
Welch & Forbes's St Jude Medical position peaked at $446K in Q4 2016.
4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Welch & Forbes's 13F filing for Q1 2017, filed 27 Apr 2017.