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Stratos Wealth Partners’s Carter's CRI Stock Holding History

Stratos Wealth Partners’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-102
Closed -$10K – 1127
2018
Q3 		$10K Buy
+102
New +$10.8K ﹤0.01% 2181
2018
Q2 		– Sell
-60
Closed -$6K – 1274
2018
Q1 		$6K Sell
60
-30
-33% -$3.49K ﹤0.01% 2530
2017
Q4 		$11K Buy
+90
New +$9.32K ﹤0.01% 2118

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Carter's (CRI) in Q4 2018, closing a stake of 102 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in CRI in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 313 funds tracked by Wall St. Rank hold CRI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Carter's position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 102 Carter's shares in Q4 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in Carter's in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Carter's position peaked at $11K in Q4 2017.
  • 313 funds tracked by Wall St. Rank held Carter's as of Q4 2018.

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