SWP
BLD

Stratos Wealth Partners’s TopBuild BLD Stock Holding History

Stratos Wealth Partners’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-247
Closed -$14K – 998
2018
Q3 		$14K Buy
+247
New +$17.6K ﹤0.01% 2021
2018
Q2 		– Sell
-225
Closed -$17K – 1138
2018
Q1 		$17K Hold
225
– – ﹤0.01% 2067
2017
Q4 		$17K Buy
+225
New +$14.9K ﹤0.01% 1960

Other funds holding BLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Stratos Wealth Partners sold out of TopBuild (BLD) in Q4 2018, closing a stake of 247 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in BLD in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q1 2018. 236 funds tracked by Wall St. Rank hold BLD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining TopBuild position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 247 TopBuild shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in TopBuild in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's TopBuild position peaked at $17K in Q1 2018.
  • 236 funds tracked by Wall St. Rank held TopBuild as of Q4 2018.

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