Wellington Shields Capital Management’s Stellantis STLA Stock Holding History

Wellington Shields Capital Management’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-32,128	Closed	-$340K	–	331
2017 Q2	$340K	Sell	32,128 -4,418	-12%	-$47K	0.06%	255
2017 Q1	$398K	Buy	+36,546	New	+$393K	0.06%	227
2016 Q1	–	Sell	-134,813	Closed	-$1.23M	–	332
2015 Q4	$1.23M	Buy	134,813 +21,472	+19%	+$202K	0.21%	96
2015 Q3	$976K	Sell	113,341 -2,301	-2%	-$22K	0.17%	105
2015 Q2	$1.1M	Sell	115,642 -3,987	-3%	-$40.9K	0.17%	121
2015 Q1	$1.27M	Buy	119,629 +18,864	+19%	+$176K	0.19%	103
2014 Q4	$761K	Buy	+100,765	New	+$747K	0.12%	166

Other funds holding STLA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Shields Capital Management's STLA Position: Q3 2017 in Review

Wellington Shields Capital Management sold out of Stellantis (STLA) in Q3 2017, closing a stake of 32,128 shares — an estimated $340K sold.

Wellington Shields Capital Management first reported a position in STLA in Q4 2014 and held it in 7 quarters. The position peaked at $1.27M in Q1 2015. 218 funds tracked by Wall St. Rank hold STLA as of Q3 2017.

Wellington Shields Capital Management reported no remaining Stellantis position as of Q3 2017 after selling out during the quarter.
Wellington Shields Capital Management sold 32,128 Stellantis shares in Q3 2017, an estimated $340K.
Wellington Shields Capital Management first reported a position in Stellantis in Q4 2014 and held it in 7 quarters.
Wellington Shields Capital Management's Stellantis position peaked at $1.27M in Q1 2015.
218 funds tracked by Wall St. Rank held Stellantis as of Q3 2017.

Based on Wellington Shields Capital Management's 13F filing for Q3 2017, filed 6 Nov 2017.