SWP
SELF

Stratos Wealth Partners’s Global Self Storage SELF Stock Holding History

Stratos Wealth Partners’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,047
Closed -$4K – 2206
2018
Q3 		$4K Buy
+1,047
New +$4.35K ﹤0.01% 2546
2018
Q2 		– Sell
-1,015
Closed -$4K – 2288
2018
Q1 		$4K Buy
1,015
+15
+2% +$67 ﹤0.01% 2698
2017
Q4 		$5K Buy
+1,000
New +$4.74K ﹤0.01% 2402

Other funds holding SELF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Global Self Storage (SELF) in Q4 2018, closing a stake of 1,047 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in SELF in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 25 funds tracked by Wall St. Rank hold SELF as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Global Self Storage position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,047 Global Self Storage shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in Global Self Storage in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Global Self Storage position peaked at $5K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held Global Self Storage as of Q4 2018.

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