SWP
SNDS

Stratos Wealth Partners’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Stratos Wealth Partners’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-727
Closed -$13K – 3101
2018
Q3 		$13K Buy
+727
New +$13K ﹤0.01% 2081
2018
Q2 		– Sell
-727
Closed -$13K – 3232
2018
Q1 		$13K Buy
727
+227
+45% +$4.06K ﹤0.01% 2214
2017
Q4 		$10K Buy
+500
New +$10K ﹤0.01% 2193

Other funds holding SNDS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Stratos Wealth Partners sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2018, closing a stake of 727 shares — an estimated $13K sold.

Stratos Wealth Partners first reported a position in SNDS in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 36 funds tracked by Wall St. Rank hold SNDS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 727 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2018, an estimated $13K.
  • Stratos Wealth Partners first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $13K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2018.

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