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WFG Advisors’s STAG Industrial STAG Stock Holding History

WFG Advisors’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
2017
Q2 		$225K Buy
8,160
+8,080
+10,100% +$216K 0.05% 345
2017
Q1 		$2K Sell
80
-120
-60% -$2.93K ﹤0.01% 1350
2016
Q4 		$5K Hold
200
– – ﹤0.01% 1278
2016
Q3 		$5K Hold
200
– – ﹤0.01% 1281
2016
Q2 		$5K Buy
+200
New +$4.25K ﹤0.01% 1252
2015
Q2 		– Sell
-37
Closed -$1K – 1802
2015
Q1 		$1K Hold
37
– – ﹤0.01% 1662
2014
Q4 		$1K Buy
37
+1
+3% +$24 ﹤0.01% 1989
2014
Q3 		$1K Buy
+36
New +$830 ﹤0.01% 2007

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WFG Advisors's STAG Position: Q2 2017 in Review

WFG Advisors increased its STAG Industrial (STAG) stake by 10,100% in Q2 2017, buying an estimated $216K and bringing the position to 8,160 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #345.

WFG Advisors first reported a position in STAG in Q3 2014 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold STAG as of Q2 2017.

  • WFG Advisors held 8,160 shares of STAG Industrial worth $225K as of Q2 2017.
  • WFG Advisors bought 8,080 STAG Industrial shares in Q2 2017, an estimated $216K.
  • STAG Industrial made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #345 holding.
  • WFG Advisors first reported a position in STAG Industrial in Q3 2014 and has held it in 8 quarters since.
  • 219 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.