Stratos Wealth Partners’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Stratos Wealth Partners’s Portfolio NXDT Stock Details NXDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-348	Closed	-$8K	–	1945
2018 Q3	$8K	Buy	+348	New	+$7.86K	﹤0.01%	2279
2018 Q2	–	Sell	-48	Closed	-$1K	–	2048
2018 Q1	$1K	Hold	48	–	–	﹤0.01%	3015
2017 Q4	$1K	Buy	+48	New	+$1.15K	﹤0.01%	2731

Other funds holding NXDT

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Stratos Wealth Partners sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2018, closing a stake of 348 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in NXDT in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 58 funds tracked by Wall St. Rank hold NXDT as of Q4 2018.

Stratos Wealth Partners reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 348 NexPoint Diversified Real Estate Trust shares in Q4 2018, an estimated $8K.
Stratos Wealth Partners first reported a position in NexPoint Diversified Real Estate Trust in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's NexPoint Diversified Real Estate Trust position peaked at $8K in Q3 2018.
58 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2018.

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