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Stratos Wealth Partners’s UFP Technologies UFPT Stock Holding History

Stratos Wealth Partners’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,675
Closed -$98K – 2401
2018
Q3 		$98K Buy
+2,675
New +$92.5K ﹤0.01% 1139
2018
Q2 		– Sell
-2,675
Closed -$79K – 2481
2018
Q1 		$79K Hold
2,675
– – ﹤0.01% 1328
2017
Q4 		$74K Buy
+2,675
New +$75.2K ﹤0.01% 1327

Other funds holding UFPT

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Stratos Wealth Partners sold out of UFP Technologies (UFPT) in Q4 2018, closing a stake of 2,675 shares — an estimated $98K sold.

Stratos Wealth Partners first reported a position in UFPT in Q4 2017 and held it in 3 quarters. The position peaked at $98K in Q3 2018. 78 funds tracked by Wall St. Rank hold UFPT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining UFP Technologies position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,675 UFP Technologies shares in Q4 2018, an estimated $98K.
  • Stratos Wealth Partners first reported a position in UFP Technologies in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's UFP Technologies position peaked at $98K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2018.

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