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Stratos Wealth Partners’s Healthcare Services Group HCSG Stock Holding History

Stratos Wealth Partners’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-72
Closed -$3K – 1523
2018
Q3 		$3K Buy
+72
New +$2.99K ﹤0.01% 2605
2018
Q2 		– Sell
-72
Closed -$3K – 1648
2018
Q1 		$3K Hold
72
– – ﹤0.01% 2750
2017
Q4 		$4K Buy
+72
New +$3.77K ﹤0.01% 2446

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William Blair Investment Management
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T. Rowe Price Associates
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Healthcare Services Group (HCSG) in Q4 2018, closing a stake of 72 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in HCSG in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 300 funds tracked by Wall St. Rank hold HCSG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Healthcare Services Group position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 72 Healthcare Services Group shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Healthcare Services Group in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Healthcare Services Group position peaked at $4K in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2018.

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