SWP
RENW

Stratos Wealth Partners’s Pickens Morningstar Renewable Energy Response ETF RENW Stock Holding History

Stratos Wealth Partners’s Portfolio RENW Stock Details RENW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$27K – 2879
2018
Q3 		$27K Buy
+1,000
New +$26.6K ﹤0.01% 1741
2018
Q2 		– Sell
-1,000
Closed -$25K – 2962
2018
Q1 		$25K Buy
+1,000
New +$25K ﹤0.01% 1940

Other funds holding RENW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Pickens Morningstar Renewable Energy Response ETF (RENW) in Q4 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Stratos Wealth Partners first reported a position in RENW in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 7 funds tracked by Wall St. Rank hold RENW as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Pickens Morningstar Renewable Energy Response ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Pickens Morningstar Renewable Energy Response ETF shares in Q4 2018, an estimated $27K.
  • Stratos Wealth Partners first reported a position in Pickens Morningstar Renewable Energy Response ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Pickens Morningstar Renewable Energy Response ETF position peaked at $27K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Pickens Morningstar Renewable Energy Response ETF as of Q4 2018.

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