Stratos Wealth Partners’s Franklin Financial Network, Inc. FSB Stock Holding History

Stratos Wealth Partners’s Portfolio FSB Stock Details FSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$12K	–	2839
2018 Q3	$12K	Buy	+300	New	+$11.6K	﹤0.01%	2119
2018 Q2	–	Sell	-300	Closed	-$10K	–	2922
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	2339
2017 Q4	$10K	Buy	+300	New	+$10.3K	﹤0.01%	2186

Other funds holding FSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Franklin Financial Network, Inc. (FSB) in Q4 2018, closing a stake of 300 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in FSB in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 122 funds tracked by Wall St. Rank hold FSB as of Q4 2018.

Stratos Wealth Partners reported no remaining Franklin Financial Network, Inc. position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 300 Franklin Financial Network, Inc. shares in Q4 2018, an estimated $12K.
Stratos Wealth Partners first reported a position in Franklin Financial Network, Inc. in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Franklin Financial Network, Inc. position peaked at $12K in Q3 2018.
122 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2018.

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