WT
STJ

Whittier Trust’s St Jude Medical STJ Stock Holding History

Whittier Trust’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,245
Closed -$100K – 1418
2016
Q4 		$100K Hold
1,245
– – ﹤0.01% 589
2016
Q3 		$99K Hold
1,245
– – ﹤0.01% 577
2016
Q2 		$97K Hold
1,245
– – ﹤0.01% 593
2016
Q1 		$68K Hold
1,245
– – ﹤0.01% 662
2015
Q4 		$77K Hold
1,245
– – ﹤0.01% 647
2015
Q3 		$79K Hold
1,245
– – ﹤0.01% 621
2015
Q2 		$91K Sell
1,245
-1,046
-46% -$75.6K ﹤0.01% 617
2015
Q1 		$150K Buy
2,291
+346
+18% +$23K 0.01% 509
2014
Q4 		$126K Hold
1,945
– – 0.01% 511
2014
Q3 		$117K Hold
1,945
– – 0.01% 513
2014
Q2 		$135K Hold
1,945
– – 0.01% 488
2014
Q1 		$127K Hold
1,945
– – 0.01% 504
2013
Q4 		$120K Hold
1,945
– – 0.01% 513
2013
Q3 		$104K Hold
1,945
– – 0.01% 543
2013
Q2 		$89K Buy
+1,945
New +$84.3K 0.01% 560

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Whittier Trust's STJ Position: Q1 2017 in Review

Whittier Trust sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 1,245 shares — an estimated $100K sold.

Whittier Trust first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $150K in Q1 2015. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Whittier Trust reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Whittier Trust sold 1,245 St Jude Medical shares in Q1 2017, an estimated $100K.
  • Whittier Trust first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Whittier Trust's St Jude Medical position peaked at $150K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Whittier Trust's 13F filing for Q1 2017, filed 27 Apr 2017.