Stratos Wealth Partners’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-790	Closed	-$14K	–	1058
2018 Q3	$14K	Buy	+790	New	+$14.5K	﹤0.01%	2022
2018 Q2	–	Sell	-790	Closed	-$16K	–	1208
2018 Q1	$16K	Buy	+790	New	+$15.7K	﹤0.01%	2097

Other funds holding CEW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Stratos Wealth Partners sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2018, closing a stake of 790 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in CEW in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 19 funds tracked by Wall St. Rank hold CEW as of Q4 2018.

Stratos Wealth Partners reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 790 WisdomTree Emerging Currency Strategy Fund shares in Q4 2018, an estimated $14K.
Stratos Wealth Partners first reported a position in WisdomTree Emerging Currency Strategy Fund in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's WisdomTree Emerging Currency Strategy Fund position peaked at $16K in Q1 2018.
19 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2018.

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