SWP
TBNK

Stratos Wealth Partners’s Territorial Bancorp Inc. TBNK Stock Holding History

Stratos Wealth Partners’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,300
Closed -$68K – 2583
2018
Q3 		$68K Buy
+2,300
New +$69.5K ﹤0.01% 1318
2018
Q2 		– Sell
-2,300
Closed -$68K – 2666
2018
Q1 		$68K Hold
2,300
– – ﹤0.01% 1413
2017
Q4 		$71K Buy
+2,300
New +$72.6K ﹤0.01% 1348

Other funds holding TBNK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Territorial Bancorp Inc. (TBNK) in Q4 2018, closing a stake of 2,300 shares — an estimated $68K sold.

Stratos Wealth Partners first reported a position in TBNK in Q4 2017 and held it in 3 quarters. The position peaked at $71K in Q4 2017. 78 funds tracked by Wall St. Rank hold TBNK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Territorial Bancorp Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,300 Territorial Bancorp Inc. shares in Q4 2018, an estimated $68K.
  • Stratos Wealth Partners first reported a position in Territorial Bancorp Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Territorial Bancorp Inc. position peaked at $71K in Q4 2017.
  • 78 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q4 2018.

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