SWP
BFS

Stratos Wealth Partners’s Saul Centers BFS Stock Holding History

Stratos Wealth Partners’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-285
Closed -$16K – 981
2018
Q3 		$16K Buy
+285
New +$15.9K ﹤0.01% 1968
2018
Q2 		– Sell
-285
Closed -$15K – 1117
2018
Q1 		$15K Hold
285
– – ﹤0.01% 2116
2017
Q4 		$18K Buy
+285
New +$17.8K ﹤0.01% 1944

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Principal Financial Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Saul Centers (BFS) in Q4 2018, closing a stake of 285 shares — an estimated $16K sold.

Stratos Wealth Partners first reported a position in BFS in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 123 funds tracked by Wall St. Rank hold BFS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Saul Centers position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 285 Saul Centers shares in Q4 2018, an estimated $16K.
  • Stratos Wealth Partners first reported a position in Saul Centers in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Saul Centers position peaked at $18K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Saul Centers as of Q4 2018.

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