SWP
CHCT

Stratos Wealth Partners’s Community Healthcare Trust CHCT Stock Holding History

Stratos Wealth Partners’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$31K – 1068
2018
Q3 		$31K Buy
+1,000
New +$30.5K ﹤0.01% 1665

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Community Healthcare Trust (CHCT) in Q4 2018, closing a stake of 1,000 shares — an estimated $31K sold.

Stratos Wealth Partners first reported a position in CHCT in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 132 funds tracked by Wall St. Rank hold CHCT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Community Healthcare Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Community Healthcare Trust shares in Q4 2018, an estimated $31K.
  • Stratos Wealth Partners first reported a position in Community Healthcare Trust in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Community Healthcare Trust position peaked at $31K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q4 2018.

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