SWP
MASI

Stratos Wealth Partners’s Masimo MASI Stock Holding History

Stratos Wealth Partners’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-401
Closed -$50K – 1793
2018
Q3 		$50K Buy
+401
New +$44.5K ﹤0.01% 1461
2018
Q2 		– Sell
-483
Closed -$42K – 1909
2018
Q1 		$42K Buy
483
+90
+23% +$7.84K ﹤0.01% 1666
2017
Q4 		$33K Buy
+393
New +$34.1K ﹤0.01% 1716

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Masimo (MASI) in Q4 2018, closing a stake of 401 shares — an estimated $50K sold.

Stratos Wealth Partners first reported a position in MASI in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q3 2018. 369 funds tracked by Wall St. Rank hold MASI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Masimo position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 401 Masimo shares in Q4 2018, an estimated $50K.
  • Stratos Wealth Partners first reported a position in Masimo in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Masimo position peaked at $50K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held Masimo as of Q4 2018.

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