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Stratos Wealth Partners’s Central Pacific Financial CPF Stock Holding History

Stratos Wealth Partners’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-197
Closed -$5K – 1116
2018
Q3 		$5K Buy
+197
New +$5.58K ﹤0.01% 2437
2018
Q2 		– Sell
-122
Closed -$3K – 1267
2018
Q1 		$3K Hold
122
– – ﹤0.01% 2736
2017
Q4 		$4K Buy
+122
New +$3.81K ﹤0.01% 2434

Other funds holding CPF

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Central Pacific Financial (CPF) in Q4 2018, closing a stake of 197 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in CPF in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 164 funds tracked by Wall St. Rank hold CPF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Central Pacific Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 197 Central Pacific Financial shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Central Pacific Financial in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Central Pacific Financial position peaked at $5K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2018.

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