SWP
LGI

Stratos Wealth Partners’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Stratos Wealth Partners’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$5K – 1759
2018
Q3 		$5K Buy
+300
New +$5.38K ﹤0.01% 2454

Other funds holding LGI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Lazard Global Total Return & Income Fund (LGI) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in LGI in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 36 funds tracked by Wall St. Rank hold LGI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Lazard Global Total Return & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 Lazard Global Total Return & Income Fund shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Lazard Global Total Return & Income Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Lazard Global Total Return & Income Fund position peaked at $5K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q4 2018.

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