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Stratos Wealth Partners’s Origin Bancorp OBK Stock Holding History

Stratos Wealth Partners’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$4K – 1953
2018
Q3 		$4K Buy
+100
New +$3.99K ﹤0.01% 2531

Other funds holding OBK

PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Origin Bancorp (OBK) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in OBK in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 79 funds tracked by Wall St. Rank hold OBK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Origin Bancorp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 100 Origin Bancorp shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Origin Bancorp in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Origin Bancorp position peaked at $4K in Q3 2018.
  • 79 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2018.

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