SWP
PSDO

Stratos Wealth Partners’s Presidio, Inc. Common Stock PSDO Stock Holding History

Stratos Wealth Partners’s Portfolio PSDO Stock Details PSDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$3K – 2889
2018
Q3 		$3K Buy
+200
New +$2.97K ﹤0.01% 2655
2018
Q2 		– Sell
-200
Closed -$3K – 2974
2018
Q1 		$3K Hold
200
– – ﹤0.01% 2808
2017
Q4 		$4K Buy
+200
New +$3.14K ﹤0.01% 2482

Other funds holding PSDO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Presidio, Inc. Common Stock (PSDO) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in PSDO in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 87 funds tracked by Wall St. Rank hold PSDO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Presidio, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 200 Presidio, Inc. Common Stock shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Presidio, Inc. Common Stock in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Presidio, Inc. Common Stock position peaked at $4K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q4 2018.

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