SWP
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Stratos Wealth Partners’s Shenandoah Telecom SHEN Stock Holding History

Stratos Wealth Partners’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$11K – 2300
2018
Q1 		$11K Hold
300
– – ﹤0.01% 2282
2017
Q4 		$10K Buy
+300
New +$11K ﹤0.01% 2170

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Dimensional Fund Advisors
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TCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stratos Wealth Partners's SHEN Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Shenandoah Telecom (SHEN) in Q2 2018, closing a stake of 300 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in SHEN in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 112 funds tracked by Wall St. Rank hold SHEN as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Shenandoah Telecom position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 300 Shenandoah Telecom shares in Q2 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in Shenandoah Telecom in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Shenandoah Telecom position peaked at $11K in Q1 2018.
  • 112 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.