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WFG Advisors’s Strategic Education STRA Stock Holding History

WFG Advisors’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16
Closed -$1K – 1714
2016
Q3 		$1K Hold
16
– – ﹤0.01% 1500
2016
Q2 		$1K Hold
16
– – ﹤0.01% 1488
2016
Q1 		$1K Hold
16
– – ﹤0.01% 1451
2015
Q4 		$1K Hold
16
– – ﹤0.01% 1489
2015
Q3 		$1K Hold
16
– – ﹤0.01% 1522
2015
Q2 		$1K Hold
16
– – ﹤0.01% 1588
2015
Q1 		$1K Hold
16
– – ﹤0.01% 1664
2014
Q4 		$1K Hold
16
– – ﹤0.01% 1991
2014
Q3 		$1K Hold
16
– – ﹤0.01% 2009
2014
Q2 		$1K Hold
16
– – ﹤0.01% 1922
2014
Q1 		$1K Sell
16
-3,909
-100% -$161K ﹤0.01% 1913
2013
Q4 		$135K Sell
3,925
-1,088
-22% -$42.2K 0.02% 635
2013
Q3 		$208K Buy
5,013
+4,997
+31,231% +$222K 0.03% 470
2013
Q2 		$1K Buy
+16
New +$803 ﹤0.01% 1989

Other funds holding STRA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
GIG
Goodnow Investment Group Darien, Connecticut $913M AUM 11.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's STRA Position: Q4 2016 in Review

WFG Advisors sold out of Strategic Education (STRA) in Q4 2016, closing a stake of 16 shares — an estimated $1K sold.

WFG Advisors first reported a position in STRA in Q2 2013 and held it in 14 quarters. The position peaked at $208K in Q3 2013. 143 funds tracked by Wall St. Rank hold STRA as of Q4 2016.

  • WFG Advisors reported no remaining Strategic Education position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 16 Strategic Education shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Strategic Education in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Strategic Education position peaked at $208K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held Strategic Education as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.