SWP
AL

Stratos Wealth Partners’s Air Lease Corp AL Stock Holding History

Stratos Wealth Partners’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-76
Closed -$3K – 908
2018
Q3 		$3K Buy
+76
New +$3.39K ﹤0.01% 2583
2018
Q2 		– Sell
-2,364
Closed -$101K – 1014
2018
Q1 		$101K Sell
2,364
-2
-0.1% -$92 ﹤0.01% 1192
2017
Q4 		$114K Buy
+2,366
New +$104K 0.01% 1111

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Stratos Wealth Partners's AL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Air Lease Corp (AL) in Q4 2018, closing a stake of 76 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in AL in Q4 2017 and held it in 3 quarters. The position peaked at $114K in Q4 2017. 319 funds tracked by Wall St. Rank hold AL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Air Lease Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 76 Air Lease Corp shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Air Lease Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Air Lease Corp position peaked at $114K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.