SWP
APAM icon

Stratos Wealth Partners’s Artisan Partners APAM Stock Holding History

Stratos Wealth Partners’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-133
Closed -$4K – 1046
2018
Q1 		$4K Sell
133
-259
-66% -$9.34K ﹤0.01% 2655
2017
Q4 		$15K Buy
+392
New +$14.5K ﹤0.01% 1994

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stratos Wealth Partners's APAM Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Artisan Partners (APAM) in Q2 2018, closing a stake of 133 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in APAM in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 213 funds tracked by Wall St. Rank hold APAM as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Artisan Partners position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 133 Artisan Partners shares in Q2 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Artisan Partners in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Artisan Partners position peaked at $15K in Q4 2017.
  • 213 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.