SWP
SCS

Stratos Wealth Partners’s Steelcase SCS Stock Holding History

Stratos Wealth Partners’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$5K – 2200
2018
Q3 		$5K Buy
+250
New +$3.67K ﹤0.01% 2465
2018
Q2 		– Sell
-250
Closed -$3K – 2282
2018
Q1 		$3K Buy
+250
New +$3.66K ﹤0.01% 2775

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Stratos Wealth Partners sold out of Steelcase (SCS) in Q4 2018, closing a stake of 250 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in SCS in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 235 funds tracked by Wall St. Rank hold SCS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Steelcase position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 250 Steelcase shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Steelcase in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Steelcase position peaked at $5K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held Steelcase as of Q4 2018.

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