SWP
PBM

Stratos Wealth Partners’s PACIFIC BOOKER MINERALS INC. PBM Stock Holding History

Stratos Wealth Partners’s Portfolio PBM Stock Details PBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,000
Closed -$59K – 366
2014
Q2 		$59K Buy
+12,000
New +$58.4K 0.02% 306

Other funds holding PBM

FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's PBM Position: Q3 2014 in Review

Stratos Wealth Partners sold out of PACIFIC BOOKER MINERALS INC. (PBM) in Q3 2014, closing a stake of 12,000 shares — an estimated $59K sold.

Stratos Wealth Partners first reported a position in PBM in Q2 2014 and held it in 1 quarter. The position peaked at $59K in Q2 2014. 4 funds tracked by Wall St. Rank hold PBM as of Q3 2014.

  • Stratos Wealth Partners reported no remaining PACIFIC BOOKER MINERALS INC. position as of Q3 2014 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,000 PACIFIC BOOKER MINERALS INC. shares in Q3 2014, an estimated $59K.
  • Stratos Wealth Partners first reported a position in PACIFIC BOOKER MINERALS INC. in Q2 2014 and held it in 1 quarter.
  • Stratos Wealth Partners's PACIFIC BOOKER MINERALS INC. position peaked at $59K in Q2 2014.
  • 4 funds tracked by Wall St. Rank held PACIFIC BOOKER MINERALS INC. as of Q3 2014.

Based on Stratos Wealth Partners's 13F filing for Q3 2014, filed 6 Nov 2014.