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Stratos Wealth Partners’s CB Financial Services CBFV Stock Holding History

Stratos Wealth Partners’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-463
Closed -$14K – 3124
2017
Q4 		$14K Buy
+463
New +$13.8K ﹤0.01% 2018

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WB
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WPW
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BFC
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GJL
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STB
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Stratos Wealth Partners's CBFV Position: Q1 2018 in Review

Stratos Wealth Partners sold out of CB Financial Services (CBFV) in Q1 2018, closing a stake of 463 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in CBFV in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 27 funds tracked by Wall St. Rank hold CBFV as of Q1 2018.

  • Stratos Wealth Partners reported no remaining CB Financial Services position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 463 CB Financial Services shares in Q1 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in CB Financial Services in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's CB Financial Services position peaked at $14K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.