SWP
BERY

Stratos Wealth Partners’s Berry Global Group, Inc. BERY Stock Holding History

Stratos Wealth Partners’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-181
Closed -$8K – 2578
2018
Q3 		$8K Buy
+181
New +$7.95K ﹤0.01% 2293
2018
Q2 		– Sell
-247
Closed -$12K – 2660
2018
Q1 		$12K Sell
247
-150
-38% -$7.81K ﹤0.01% 2246
2017
Q4 		$21K Buy
+397
New +$21.6K ﹤0.01% 1893

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Berry Global Group, Inc. (BERY) in Q4 2018, closing a stake of 181 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in BERY in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q4 2017. 329 funds tracked by Wall St. Rank hold BERY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Berry Global Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 181 Berry Global Group, Inc. shares in Q4 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in Berry Global Group, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Berry Global Group, Inc. position peaked at $21K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q4 2018.

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