WIA
STOR

Westbourne Investment Advisors’s STORE Capital Corporation STOR Stock Holding History

Westbourne Investment Advisors’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,200
Closed -$61K – 162
2018
Q3 		$61K Buy
+2,200
New +$61.9K 0.04% 148

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westbourne Investment Advisors's STOR Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of STORE Capital Corporation (STOR) in Q4 2018, closing a stake of 2,200 shares — an estimated $61K sold.

Westbourne Investment Advisors first reported a position in STOR in Q3 2018 and held it in 1 quarter. The position peaked at $61K in Q3 2018. 366 funds tracked by Wall St. Rank hold STOR as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining STORE Capital Corporation position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,200 STORE Capital Corporation shares in Q4 2018, an estimated $61K.
  • Westbourne Investment Advisors first reported a position in STORE Capital Corporation in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's STORE Capital Corporation position peaked at $61K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.