SWP
PENN icon

Strategic Wealth Partners’s PENN Entertainment PENN Stock Holding History

Strategic Wealth Partners’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$16K – 701
2018
Q3 		$16K Buy
+500
New +$16.6K 0.01% 372

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Strategic Wealth Partners's PENN Position: Q4 2018 in Review

Strategic Wealth Partners sold out of PENN Entertainment (PENN) in Q4 2018, closing a stake of 500 shares — an estimated $16K sold.

Strategic Wealth Partners first reported a position in PENN in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 239 funds tracked by Wall St. Rank hold PENN as of Q4 2018.

  • Strategic Wealth Partners reported no remaining PENN Entertainment position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 500 PENN Entertainment shares in Q4 2018, an estimated $16K.
  • Strategic Wealth Partners first reported a position in PENN Entertainment in Q3 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's PENN Entertainment position peaked at $16K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held PENN Entertainment as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.