SWP
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Stratos Wealth Partners’s Post Holdings POST Stock Holding History

Stratos Wealth Partners’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-121
Closed -$6K – 2152
2018
Q1 		$6K Sell
121
-197
-62% -$9.96K ﹤0.01% 2551
2017
Q4 		$16K Buy
+318
New +$16.9K ﹤0.01% 1989

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Stratos Wealth Partners's POST Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Post Holdings (POST) in Q2 2018, closing a stake of 121 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in POST in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 297 funds tracked by Wall St. Rank hold POST as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Post Holdings position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 121 Post Holdings shares in Q2 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in Post Holdings in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Post Holdings position peaked at $16K in Q4 2017.
  • 297 funds tracked by Wall St. Rank held Post Holdings as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.