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Stratos Wealth Partners’s STAG Industrial STAG Stock Holding History

Stratos Wealth Partners’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,622
Closed -$45K – 2289
2018
Q3 		$45K Buy
+1,622
New +$45.2K ﹤0.01% 1510
2018
Q2 		– Sell
-5,375
Closed -$129K – 2371
2018
Q1 		$129K Buy
5,375
+4,975
+1,244% +$121K 0.01% 1069
2017
Q4 		$11K Sell
400
-10,060
-96% -$281K ﹤0.01% 2132
2017
Q3 		$287K Buy
10,460
+245
+2% +$6.78K 0.01% 709
2017
Q2 		$282K Buy
+10,215
New +$273K 0.01% 654

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Stratos Wealth Partners sold out of STAG Industrial (STAG) in Q4 2018, closing a stake of 1,622 shares — an estimated $45K sold.

Stratos Wealth Partners first reported a position in STAG in Q2 2017 and held it in 5 quarters. The position peaked at $287K in Q3 2017. 265 funds tracked by Wall St. Rank hold STAG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining STAG Industrial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,622 STAG Industrial shares in Q4 2018, an estimated $45K.
  • Stratos Wealth Partners first reported a position in STAG Industrial in Q2 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's STAG Industrial position peaked at $287K in Q3 2017.
  • 265 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2018.

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