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Stratos Wealth Partners’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Stratos Wealth Partners’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed -$2K – 2342
2018
Q3 		$2K Buy
+20
New +$2.37K ﹤0.01% 2742
2018
Q2 		– Sell
-20
Closed -$2K – 2424
2018
Q1 		$2K Buy
+20
New +$2.27K ﹤0.01% 2901

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CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stratos Wealth Partners sold out of FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q4 2018, closing a stake of 20 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in TILT in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 47 funds tracked by Wall St. Rank hold TILT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining FlexShares Morningstar US Market Factors Tilt Index Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 20 FlexShares Morningstar US Market Factors Tilt Index Fund shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $2K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q4 2018.

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