SWP
EQLT

Stratos Wealth Partners’s Workplace Equality Portfolio EQLT Stock Holding History

Stratos Wealth Partners’s Portfolio EQLT Stock Details EQLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-311
Closed -$12K – 2935
2018
Q3 		$12K Buy
+311
New +$11.7K ﹤0.01% 2121
2018
Q2 		– Sell
-311
Closed -$11K – 3020
2018
Q1 		$11K Buy
+311
New +$11.5K ﹤0.01% 2298

Other funds holding EQLT

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Workplace Equality Portfolio (EQLT) in Q4 2018, closing a stake of 311 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in EQLT in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 16 funds tracked by Wall St. Rank hold EQLT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Workplace Equality Portfolio position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 311 Workplace Equality Portfolio shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in Workplace Equality Portfolio in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Workplace Equality Portfolio position peaked at $12K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Workplace Equality Portfolio as of Q4 2018.

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