SWP
CBMG

Stratos Wealth Partners’s Cellular Biomedicine Group, Inc. CBMG Stock Holding History

Stratos Wealth Partners’s Portfolio CBMG Stock Details CBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-193
Closed -$4K – 2813
2018
Q3 		$4K Buy
+193
New +$3.96K ﹤0.01% 2575
2018
Q2 		– Sell
-193
Closed -$3K – 2892
2018
Q1 		$3K Buy
+193
New +$3.53K ﹤0.01% 2805

Other funds holding CBMG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Cellular Biomedicine Group, Inc. (CBMG) in Q4 2018, closing a stake of 193 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in CBMG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 35 funds tracked by Wall St. Rank hold CBMG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Cellular Biomedicine Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 193 Cellular Biomedicine Group, Inc. shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Cellular Biomedicine Group, Inc. in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Cellular Biomedicine Group, Inc. position peaked at $4K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Cellular Biomedicine Group, Inc. as of Q4 2018.

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