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Stratos Wealth Partners’s Kingstone Companies KINS Stock Holding History

Stratos Wealth Partners’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80
Closed -$2K – 1715
2018
Q3 		$2K Buy
+80
New +$1.4K ﹤0.01% 2702
2018
Q2 		– Sell
-80
Closed -$1K – 1837
2018
Q1 		$1K Hold
80
– – ﹤0.01% 3000
2017
Q4 		$2K Buy
+80
New +$1.41K ﹤0.01% 2605

Other funds holding KINS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Kingstone Companies (KINS) in Q4 2018, closing a stake of 80 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in KINS in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 62 funds tracked by Wall St. Rank hold KINS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Kingstone Companies position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 80 Kingstone Companies shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Kingstone Companies in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Kingstone Companies position peaked at $2K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2018.

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