Stratos Wealth Partners’s Houlihan Lokey HLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-222	Closed	-$10K	–	1544
2018 Q3	$10K	Buy	+222	New	+$10.8K	﹤0.01%	2189
2018 Q2	–	Sell	-222	Closed	-$10K	–	1670
2018 Q1	$10K	Hold	222	–	–	﹤0.01%	2316
2017 Q4	$10K	Buy	+222	New	+$9.5K	﹤0.01%	2159

Other funds holding HLI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Houlihan Lokey (HLI) in Q4 2018, closing a stake of 222 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in HLI in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 159 funds tracked by Wall St. Rank hold HLI as of Q4 2018.

Stratos Wealth Partners reported no remaining Houlihan Lokey position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 222 Houlihan Lokey shares in Q4 2018, an estimated $10K.
Stratos Wealth Partners first reported a position in Houlihan Lokey in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Houlihan Lokey position peaked at $10K in Q3 2018.
159 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2018.

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