Stratos Wealth Partners’s ClearBridge American Energy MLP CBA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,602
Closed -$13K 3096
2018
Q3
$13K Buy
+1,602
New +$12.8K ﹤0.01% 2080
2018
Q2
Sell
-1,602
Closed -$11K 3226
2018
Q1
$11K Hold
1,602
﹤0.01% 2303
2017
Q4
$13K Buy
+1,602
New +$12.8K ﹤0.01% 2072

Other funds holding CBA

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

Stratos Wealth Partners sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 1,602 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in CBA in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,602 ClearBridge American Energy MLP shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in ClearBridge American Energy MLP in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's ClearBridge American Energy MLP position peaked at $13K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

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