SWP
MVBF icon

Stratos Wealth Partners’s MVB Financial MVBF Stock Holding History

Stratos Wealth Partners’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$5K – 1873
2018
Q3 		$5K Buy
+300
New +$5.33K ﹤0.01% 2458
2018
Q2 		– Sell
-300
Closed -$6K – 1983
2018
Q1 		$6K Buy
+300
New +$5.89K ﹤0.01% 2547

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Stratos Wealth Partners sold out of MVB Financial (MVBF) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in MVBF in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 46 funds tracked by Wall St. Rank hold MVBF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining MVB Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 MVB Financial shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in MVB Financial in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's MVB Financial position peaked at $6K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held MVB Financial as of Q4 2018.

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