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Stratos Wealth Partners’s Union Bankshares UNB Stock Holding History

Stratos Wealth Partners’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$37K – 2409
2018
Q3 		$37K Buy
+700
New +$36.8K ﹤0.01% 1602
2018
Q2 		– Sell
-700
Closed -$36K – 2490
2018
Q1 		$36K Hold
700
– – ﹤0.01% 1756
2017
Q4 		$37K Buy
+700
New +$35.1K ﹤0.01% 1664

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CS
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCOV
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMINC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Union Bankshares (UNB) in Q4 2018, closing a stake of 700 shares — an estimated $37K sold.

Stratos Wealth Partners first reported a position in UNB in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q3 2018. 41 funds tracked by Wall St. Rank hold UNB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Union Bankshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 700 Union Bankshares shares in Q4 2018, an estimated $37K.
  • Stratos Wealth Partners first reported a position in Union Bankshares in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Union Bankshares position peaked at $37K in Q3 2018.
  • 41 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2018.

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