Bartlett & Co’s STORA ENSO OYJ, ADS(RP 1 SR R) SEO Stock Holding History

Bartlett & Co’s Portfolio SEO Stock Details SEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-69	Closed	-$1K	–	1097
2021 Q2	$1K	Hold	69	–	–	﹤0.01%	969
2021 Q1	$1K	Hold	69	–	–	﹤0.01%	998
2020 Q4	$1K	Buy	+69	New	+$1K	﹤0.01%	1093
2019 Q2	–	Sell	-5,025	Closed	-$61K	–	819
2019 Q1	$61K	Hold	5,025	–	–	﹤0.01%	396
2018 Q4	$58K	Hold	5,025	–	–	﹤0.01%	391
2018 Q3	$96K	Hold	5,025	–	–	﹤0.01%	327
2018 Q2	$98K	Hold	5,025	–	–	﹤0.01%	330
2018 Q1	$95K	Buy	+5,025	New	+$95K	﹤0.01%	329

Other funds holding SEO

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Bartlett & Co's SEO Position: Q3 2021 in Review

Bartlett & Co sold out of STORA ENSO OYJ, ADS(RP 1 SR R) (SEO) in Q3 2021, closing a stake of 69 shares — an estimated $1K sold.

Bartlett & Co first reported a position in SEO in Q1 2018 and held it in 8 quarters. The position peaked at $98K in Q2 2018. 6 funds tracked by Wall St. Rank hold SEO as of Q3 2021.

Bartlett & Co reported no remaining STORA ENSO OYJ, ADS(RP 1 SR R) position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 69 STORA ENSO OYJ, ADS(RP 1 SR R) shares in Q3 2021, an estimated $1K.
Bartlett & Co first reported a position in STORA ENSO OYJ, ADS(RP 1 SR R) in Q1 2018 and held it in 8 quarters.
Bartlett & Co's STORA ENSO OYJ, ADS(RP 1 SR R) position peaked at $98K in Q2 2018.
6 funds tracked by Wall St. Rank held STORA ENSO OYJ, ADS(RP 1 SR R) as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.