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Stratos Wealth Partners’s MKS Inc MKSI Stock Holding History

Stratos Wealth Partners’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-713
Closed -$57K – 1827
2018
Q3 		$57K Buy
+713
New +$65.1K ﹤0.01% 1393
2018
Q2 		– Sell
-707
Closed -$82K – 1937
2018
Q1 		$82K Buy
707
+247
+54% +$27.1K ﹤0.01% 1306
2017
Q4 		$43K Buy
+460
New +$45.8K ﹤0.01% 1590

Other funds holding MKSI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stratos Wealth Partners sold out of MKS Inc (MKSI) in Q4 2018, closing a stake of 713 shares — an estimated $57K sold.

Stratos Wealth Partners first reported a position in MKSI in Q4 2017 and held it in 3 quarters. The position peaked at $82K in Q1 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MKS Inc position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 713 MKS Inc shares in Q4 2018, an estimated $57K.
  • Stratos Wealth Partners first reported a position in MKS Inc in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's MKS Inc position peaked at $82K in Q1 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

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