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Stratos Wealth Partners’s Marcus & Millichap MMI Stock Holding History

Stratos Wealth Partners’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$7K – 1835
2018
Q3 		$7K Buy
+200
New +$7.58K ﹤0.01% 2318
2018
Q2 		– Sell
-200
Closed -$7K – 1944
2018
Q1 		$7K Hold
200
– – ﹤0.01% 2480
2017
Q4 		$7K Buy
+200
New +$5.96K ﹤0.01% 2276

Other funds holding MMI

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Stratos Wealth Partners sold out of Marcus & Millichap (MMI) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in MMI in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 177 funds tracked by Wall St. Rank hold MMI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Marcus & Millichap position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 200 Marcus & Millichap shares in Q4 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Marcus & Millichap in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Marcus & Millichap position peaked at $7K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2018.

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