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Stratos Wealth Partners’s Gibraltar Industries ROCK Stock Holding History

Stratos Wealth Partners’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$18K – 2152
2018
Q3 		$18K Buy
+400
New +$17.3K ﹤0.01% 1938
2018
Q2 		– Sell
-100
Closed -$3K – 2240
2018
Q1 		$3K Hold
100
– – ﹤0.01% 2774
2017
Q4 		$3K Buy
+100
New +$3.19K ﹤0.01% 2536

Other funds holding ROCK

BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Gibraltar Industries (ROCK) in Q4 2018, closing a stake of 400 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in ROCK in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 150 funds tracked by Wall St. Rank hold ROCK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Gibraltar Industries position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 400 Gibraltar Industries shares in Q4 2018, an estimated $18K.
  • Stratos Wealth Partners first reported a position in Gibraltar Industries in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Gibraltar Industries position peaked at $18K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Gibraltar Industries as of Q4 2018.

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