Stratos Wealth Partners’s Brown & Brown BRO Stock Holding History

Stratos Wealth Partners’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-408	Closed	-$12K	–	1011
2018 Q3	$12K	Buy	+408	New	+$12.1K	﹤0.01%	2082
2018 Q2	–	Sell	-408	Closed	-$10K	–	1159
2018 Q1	$10K	Hold	408	–	–	﹤0.01%	2306
2017 Q4	$10K	Buy	+408	New	+$10.2K	﹤0.01%	2150

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Brown & Brown (BRO) in Q4 2018, closing a stake of 408 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in BRO in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 320 funds tracked by Wall St. Rank hold BRO as of Q4 2018.

Stratos Wealth Partners reported no remaining Brown & Brown position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 408 Brown & Brown shares in Q4 2018, an estimated $12K.
Stratos Wealth Partners first reported a position in Brown & Brown in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Brown & Brown position peaked at $12K in Q3 2018.
320 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2018.

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