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Stratos Wealth Partners’s Saratoga Investment SAR Stock Holding History

Stratos Wealth Partners’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,925
Closed -$183K – 2180
2018
Q3 		$183K Buy
7,925
+500
+7% +$12.2K 0.01% 872
2018
Q2 		$206K Hold
7,425
– – 0.01% 892
2018
Q1 		$155K Buy
+7,425
New +$158K 0.01% 1006

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Saratoga Investment (SAR) in Q4 2018, closing a stake of 7,925 shares — an estimated $183K sold.

Stratos Wealth Partners first reported a position in SAR in Q1 2018 and held it in 3 quarters. The position peaked at $206K in Q2 2018. 26 funds tracked by Wall St. Rank hold SAR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Saratoga Investment position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,925 Saratoga Investment shares in Q4 2018, an estimated $183K.
  • Stratos Wealth Partners first reported a position in Saratoga Investment in Q1 2018 and held it in 3 quarters.
  • Stratos Wealth Partners's Saratoga Investment position peaked at $206K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2018.

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