SWP
CMBT

Stratos Wealth Partners’s CMB.TECH NV CMBT Stock Holding History

Stratos Wealth Partners’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,250
Closed -$10K – 2645
2018
Q1 		$10K Hold
1,250
– – ﹤0.01% 2334
2017
Q4 		$12K Buy
+1,250
New +$10.5K ﹤0.01% 2099

Other funds holding CMBT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's CMBT Position: Q2 2018 in Review

Stratos Wealth Partners sold out of CMB.TECH NV (CMBT) in Q2 2018, closing a stake of 1,250 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in CMBT in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 97 funds tracked by Wall St. Rank hold CMBT as of Q2 2018.

  • Stratos Wealth Partners reported no remaining CMB.TECH NV position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,250 CMB.TECH NV shares in Q2 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in CMB.TECH NV in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's CMB.TECH NV position peaked at $12K in Q4 2017.
  • 97 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.