SWP
MSL

Stratos Wealth Partners’s Midsouth Bancorp, Inc. MSL Stock Holding History

Stratos Wealth Partners’s Portfolio MSL Stock Details MSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-460
Closed -$7K – 2910
2018
Q3 		$7K Buy
+460
New +$6.76K ﹤0.01% 2349
2018
Q2 		– Sell
-460
Closed -$6K – 2990
2018
Q1 		$6K Hold
460
– – ﹤0.01% 2574
2017
Q4 		$6K Buy
+460
New +$6.05K ﹤0.01% 2365

Other funds holding MSL

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Midsouth Bancorp, Inc. (MSL) in Q4 2018, closing a stake of 460 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in MSL in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 57 funds tracked by Wall St. Rank hold MSL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Midsouth Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 460 Midsouth Bancorp, Inc. shares in Q4 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Midsouth Bancorp, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Midsouth Bancorp, Inc. position peaked at $7K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Midsouth Bancorp, Inc. as of Q4 2018.

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