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Stratos Wealth Partners’s Trupanion TRUP Stock Holding History

Stratos Wealth Partners’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-240
Closed -$9K – 2369
2018
Q3 		$9K Buy
+240
New +$9.26K ﹤0.01% 2246
2018
Q2 		– Sell
-3,115
Closed -$93K – 2450
2018
Q1 		$93K Buy
+3,115
New +$99.8K ﹤0.01% 1246

Other funds holding TRUP

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Trupanion (TRUP) in Q4 2018, closing a stake of 240 shares — an estimated $9K sold.

Stratos Wealth Partners first reported a position in TRUP in Q1 2018 and held it in 2 quarters. The position peaked at $93K in Q1 2018. 162 funds tracked by Wall St. Rank hold TRUP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Trupanion position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 240 Trupanion shares in Q4 2018, an estimated $9K.
  • Stratos Wealth Partners first reported a position in Trupanion in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Trupanion position peaked at $93K in Q1 2018.
  • 162 funds tracked by Wall St. Rank held Trupanion as of Q4 2018.

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