BC
SOS

Bartlett & Co’s SOS Limited SOS Stock Holding History

Bartlett & Co’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Hold
0
– – – 868
2020
Q1 		– Hold
0
– – – 828
2019
Q3 		– Hold
0
– – – 912
2019
Q2 		– Hold
0
– – – 789
2019
Q1 		– Hold
0
– – – 744
2018
Q4 		– Hold
0
– – – 703
2018
Q3 		– Hold
0
– – – 724
2018
Q2 		– Hold
0
– – – 757
2018
Q1 		– Hold
0
– – – 716
2017
Q4 		– Hold
0
– – – 682
2017
Q3 		– Hold
0
– – – 668
2017
Q2 		– Hold
0
– – – 671

Other funds holding SOS

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return