SWP
STAG icon

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 $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return