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Stratos Wealth Partners’s Meritage Homes MTH Stock Holding History

Stratos Wealth Partners’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$4K – 1864
2018
Q3 		$4K Buy
+200
New +$4.36K ﹤0.01% 2527
2018
Q2 		– Sell
-200
Closed -$5K – 1972
2018
Q1 		$5K Hold
200
– – ﹤0.01% 2609
2017
Q4 		$5K Buy
+200
New +$4.96K ﹤0.01% 2395

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Meritage Homes (MTH) in Q4 2018, closing a stake of 200 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in MTH in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 191 funds tracked by Wall St. Rank hold MTH as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Meritage Homes position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 200 Meritage Homes shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Meritage Homes in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Meritage Homes position peaked at $5K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held Meritage Homes as of Q4 2018.

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