SWP
LEVL

Stratos Wealth Partners’s Level One Bancorp, Inc. Common Stock LEVL Stock Holding History

Stratos Wealth Partners’s Portfolio LEVL Stock Details LEVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-180
Closed -$5K – 2752
2018
Q3 		$5K Buy
+180
New +$4.99K ﹤0.01% 2482

Other funds holding LEVL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Level One Bancorp, Inc. Common Stock (LEVL) in Q4 2018, closing a stake of 180 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in LEVL in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 48 funds tracked by Wall St. Rank hold LEVL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Level One Bancorp, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 180 Level One Bancorp, Inc. Common Stock shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Level One Bancorp, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Level One Bancorp, Inc. Common Stock position peaked at $5K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Level One Bancorp, Inc. Common Stock as of Q4 2018.

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