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Stratos Wealth Partners’s Harmonic Inc HLIT Stock Holding History

Stratos Wealth Partners’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$3K – 1543
2018
Q3 		$3K Buy
+600
New +$3K ﹤0.01% 2608
2018
Q2 		– Sell
-600
Closed -$2K – 1669
2018
Q1 		$2K Hold
600
– – ﹤0.01% 2856
2017
Q4 		$3K Buy
+600
New +$2.25K ﹤0.01% 2515

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RCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Harmonic Inc (HLIT) in Q4 2018, closing a stake of 600 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in HLIT in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 133 funds tracked by Wall St. Rank hold HLIT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Harmonic Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 600 Harmonic Inc shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Harmonic Inc in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Harmonic Inc position peaked at $3K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Harmonic Inc as of Q4 2018.

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