SWP
HNW

Stratos Wealth Partners’s Pioneer Diversified High Income Fund HNW Stock Holding History

Stratos Wealth Partners’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,370
Closed -$64K – 1549
2018
Q3 		$64K Buy
+4,370
New +$63.6K ﹤0.01% 1346

Other funds holding HNW

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2018, closing a stake of 4,370 shares — an estimated $64K sold.

Stratos Wealth Partners first reported a position in HNW in Q3 2018 and held it in 1 quarter. The position peaked at $64K in Q3 2018. 35 funds tracked by Wall St. Rank hold HNW as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Pioneer Diversified High Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,370 Pioneer Diversified High Income Fund shares in Q4 2018, an estimated $64K.
  • Stratos Wealth Partners first reported a position in Pioneer Diversified High Income Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Pioneer Diversified High Income Fund position peaked at $64K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2018.

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