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Stratos Wealth Partners’s EastGroup Properties EGP Stock Holding History

Stratos Wealth Partners’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40
Closed -$4K – 1257
2018
Q3 		$4K Buy
+40
New +$3.85K ﹤0.01% 2512
2018
Q2 		– Sell
-80
Closed -$7K – 1398
2018
Q1 		$7K Buy
80
+40
+100% +$3.33K ﹤0.01% 2468
2017
Q4 		$4K Buy
+40
New +$3.64K ﹤0.01% 2438

Other funds holding EGP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stratos Wealth Partners sold out of EastGroup Properties (EGP) in Q4 2018, closing a stake of 40 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in EGP in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 266 funds tracked by Wall St. Rank hold EGP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining EastGroup Properties position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 40 EastGroup Properties shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in EastGroup Properties in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's EastGroup Properties position peaked at $7K in Q1 2018.
  • 266 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2018.

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