SWP
SGMA

Stratos Wealth Partners’s Sigmatron International SGMA Stock Holding History

Stratos Wealth Partners’s Portfolio SGMA Stock Details SGMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$6K – 2214
2018
Q3 		$6K Buy
+1,000
New +$6.96K ﹤0.01% 2401
2018
Q2 		– Sell
-1,000
Closed -$6K – 2295
2018
Q1 		$6K Hold
1,000
– – ﹤0.01% 2557
2017
Q4 		$10K Buy
+1,000
New +$9.61K ﹤0.01% 2169

Other funds holding SGMA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Sigmatron International (SGMA) in Q4 2018, closing a stake of 1,000 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in SGMA in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 23 funds tracked by Wall St. Rank hold SGMA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Sigmatron International position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Sigmatron International shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in Sigmatron International in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Sigmatron International position peaked at $10K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Sigmatron International as of Q4 2018.

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