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Stratos Wealth Partners’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Stratos Wealth Partners’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,800
Closed -$490K – 2829
2017
Q3 		$490K Hold
9,800
– – 0.02% 515
2017
Q2 		$491K Buy
+9,800
New +$491K 0.03% 459

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Stratos Wealth Partners's SHAG Position: Q4 2017 in Review

Stratos Wealth Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2017, closing a stake of 9,800 shares — an estimated $490K sold.

Stratos Wealth Partners first reported a position in SHAG in Q2 2017 and held it in 2 quarters. The position peaked at $491K in Q2 2017. 2 funds tracked by Wall St. Rank hold SHAG as of Q4 2017.

  • Stratos Wealth Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,800 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2017, an estimated $490K.
  • Stratos Wealth Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $491K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2017.

Based on Stratos Wealth Partners's 13F filing for Q4 2017, filed 9 Feb 2018.