SWP
FISK

Stratos Wealth Partners’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Stratos Wealth Partners’s Portfolio FISK Stock Details FISK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,469
Closed -$89K – 1389
2018
Q3 		$89K Buy
+5,469
New +$93.1K ﹤0.01% 1181
2018
Q2 		– Sell
-5,469
Closed -$91K – 1517
2018
Q1 		$91K Hold
5,469
– – ﹤0.01% 1252
2017
Q4 		$111K Buy
+5,469
New +$111K 0.01% 1129

Other funds holding FISK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Empire State Realty OP LP Series 250 (FISK) in Q4 2018, closing a stake of 5,469 shares — an estimated $89K sold.

Stratos Wealth Partners first reported a position in FISK in Q4 2017 and held it in 3 quarters. The position peaked at $111K in Q4 2017. 6 funds tracked by Wall St. Rank hold FISK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Empire State Realty OP LP Series 250 position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,469 Empire State Realty OP LP Series 250 shares in Q4 2018, an estimated $89K.
  • Stratos Wealth Partners first reported a position in Empire State Realty OP LP Series 250 in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Empire State Realty OP LP Series 250 position peaked at $111K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q4 2018.

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