WPP
STAG icon

Whalerock Point Partners’s STAG Industrial STAG Stock Holding History

Whalerock Point Partners’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
2018
Q1 		– Sell
-7,700
Closed -$210K – 200
2017
Q4 		$210K Hold
7,700
– – 0.07% 186
2017
Q3 		$212K Hold
7,700
– – 0.07% 158
2017
Q2 		$213K Buy
+7,700
New +$206K 0.08% 160
2015
Q4 		– Sell
-16,900
Closed -$307K – 153
2015
Q3 		$307K Buy
16,900
+5,500
+48% +$104K 0.13% 120
2015
Q2 		$228K Sell
11,400
-300
-3% -$6.52K 0.09% 134
2015
Q1 		$275K Buy
11,700
+1,000
+9% +$25.2K 0.11% 125
2014
Q4 		$262K Buy
10,700
+1,000
+10% +$23.6K 0.11% 119
2014
Q3 		$200K Hold
9,700
– – 0.09% 144
2014
Q2 		$232K Buy
9,700
+1,000
+11% +$23.9K 0.11% 129
2014
Q1 		$209K Buy
+8,700
New +$194K 0.11% 125

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N
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WHG
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CIM
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GKIM
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State Street
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WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return