WEC
STEW

Winslow Evans & Crocker’s SRH Total Return Fund STEW Stock Holding History

Winslow Evans & Crocker’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-281
Closed -$2K – 1385
2013
Q4 		$2K Buy
+281
New +$2.21K ﹤0.01% 1305

Other funds holding STEW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MM
Midas Management New York $231M AUM 7.96% 1-Year Est. Return

Winslow Evans & Crocker's STEW Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of SRH Total Return Fund (STEW) in Q1 2014, closing a stake of 281 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in STEW in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 35 funds tracked by Wall St. Rank hold STEW as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining SRH Total Return Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 281 SRH Total Return Fund shares in Q1 2014, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in SRH Total Return Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's SRH Total Return Fund position peaked at $2K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.