SWP
MSML

Stratos Wealth Partners’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Stratos Wealth Partners’s Portfolio MSML Stock Details MSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,652
Closed -$70K – 1765
2018
Q1 		$70K Buy
+1,652
New +$71.8K ﹤0.01% 1392

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Partners's MSML Position: Q2 2018 in Review

Stratos Wealth Partners sold out of iShares MSCI USA Small-Cap ETF (MSML) in Q2 2018, closing a stake of 1,652 shares — an estimated $70K sold.

Stratos Wealth Partners first reported a position in MSML in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 53 funds tracked by Wall St. Rank hold MSML as of Q2 2018.

  • Stratos Wealth Partners reported no remaining iShares MSCI USA Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,652 iShares MSCI USA Small-Cap ETF shares in Q2 2018, an estimated $70K.
  • Stratos Wealth Partners first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares MSCI USA Small-Cap ETF position peaked at $70K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.