SWP
PKOH icon

Stratos Wealth Partners’s Park-Ohio Holdings PKOH Stock Holding History

Stratos Wealth Partners’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-320
Closed -$12K – 2046
2018
Q3 		$12K Buy
+320
New +$12.4K ﹤0.01% 2102
2018
Q2 		– Sell
-320
Closed -$12K – 2141
2018
Q1 		$12K Hold
320
– – ﹤0.01% 2236
2017
Q4 		$15K Buy
+320
New +$14.3K ﹤0.01% 2004

Other funds holding PKOH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Park-Ohio Holdings (PKOH) in Q4 2018, closing a stake of 320 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in PKOH in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 100 funds tracked by Wall St. Rank hold PKOH as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Park-Ohio Holdings position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 320 Park-Ohio Holdings shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in Park-Ohio Holdings in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Park-Ohio Holdings position peaked at $15K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q4 2018.

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