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Stratos Wealth Partners’s EPAM Systems EPAM Stock Holding History

Stratos Wealth Partners’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-28
Closed -$4K – 1282
2018
Q3 		$4K Buy
+28
New +$3.77K ﹤0.01% 2514
2018
Q2 		– Sell
-128
Closed -$15K – 1420
2018
Q1 		$15K Buy
128
+100
+357% +$11.4K ﹤0.01% 2125
2017
Q4 		$3K Buy
+28
New +$2.77K ﹤0.01% 2507

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Stratos Wealth Partners sold out of EPAM Systems (EPAM) in Q4 2018, closing a stake of 28 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in EPAM in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 311 funds tracked by Wall St. Rank hold EPAM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining EPAM Systems position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 28 EPAM Systems shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in EPAM Systems in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's EPAM Systems position peaked at $15K in Q1 2018.
  • 311 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2018.

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