SWP
LION

Stratos Wealth Partners’s Fidelity Southern Corporation LION Stock Holding History

Stratos Wealth Partners’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-68
Closed -$2K – 2924
2018
Q3 		$2K Buy
+68
New +$1.68K ﹤0.01% 2786
2018
Q2 		– Sell
-68
Closed -$2K – 3007
2018
Q1 		$2K Buy
+68
New +$1.59K ﹤0.01% 2934

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Fidelity Southern Corporation (LION) in Q4 2018, closing a stake of 68 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in LION in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 118 funds tracked by Wall St. Rank hold LION as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Fidelity Southern Corporation position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 68 Fidelity Southern Corporation shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Fidelity Southern Corporation in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Fidelity Southern Corporation position peaked at $2K in Q3 2018.
  • 118 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q4 2018.

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