SWP
SEA

Stratos Wealth Partners’s Invesco Shipping ETF SEA Stock Holding History

Stratos Wealth Partners’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,225
Closed -$13K – 3000
2018
Q3 		$13K Buy
+1,225
New +$12.3K ﹤0.01% 2077
2018
Q1 		– Sell
-1,225
Closed -$14K – 3317
2017
Q4 		$14K Buy
+1,225
New +$14.2K ﹤0.01% 2040

Other funds holding SEA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Invesco Shipping ETF (SEA) in Q4 2018, closing a stake of 1,225 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in SEA in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 23 funds tracked by Wall St. Rank hold SEA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Shipping ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,225 Invesco Shipping ETF shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in Invesco Shipping ETF in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco Shipping ETF position peaked at $14K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2018.

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