Stratos Wealth Partners’s Preferred Bank PFBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-100	Closed	-$6K	–	2022
2018 Q3	$6K	Buy	+100	New	+$6.27K	﹤0.01%	2395

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Preferred Bank (PFBC) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in PFBC in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 137 funds tracked by Wall St. Rank hold PFBC as of Q4 2018.

Stratos Wealth Partners reported no remaining Preferred Bank position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 100 Preferred Bank shares in Q4 2018, an estimated $6K.
Stratos Wealth Partners first reported a position in Preferred Bank in Q3 2018 and held it in 1 quarter.
Stratos Wealth Partners's Preferred Bank position peaked at $6K in Q3 2018.
137 funds tracked by Wall St. Rank held Preferred Bank as of Q4 2018.

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