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Stratos Wealth Partners’s CF Bankshares CFBK Stock Holding History

Stratos Wealth Partners’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-909
Closed -$14K – 1060
2018
Q3 		$14K Buy
+909
New +$12.9K ﹤0.01% 2023
2018
Q2 		– Sell
-909
Closed -$12K – 1210
2018
Q1 		$12K Hold
909
– – ﹤0.01% 2217
2017
Q4 		$14K Buy
+909
New +$12.6K ﹤0.01% 2019

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EPCA
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MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

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

Stratos Wealth Partners sold out of CF Bankshares (CFBK) in Q4 2018, closing a stake of 909 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in CFBK in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 22 funds tracked by Wall St. Rank hold CFBK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining CF Bankshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 909 CF Bankshares shares in Q4 2018, an estimated $14K.
  • Stratos Wealth Partners first reported a position in CF Bankshares in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's CF Bankshares position peaked at $14K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held CF Bankshares as of Q4 2018.

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