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Stratos Wealth Partners’s Urban Outfitters URBN Stock Holding History

Stratos Wealth Partners’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,645
Closed -$149K – 2417
2018
Q3 		$149K Buy
+3,645
New +$164K 0.01% 953
2018
Q2 		– Sell
-75
Closed -$3K – 2499
2018
Q1 		$3K Sell
75
-137
-65% -$4.8K ﹤0.01% 2784
2017
Q4 		$7K Buy
+212
New +$5.94K ﹤0.01% 2290

Other funds holding URBN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Urban Outfitters (URBN) in Q4 2018, closing a stake of 3,645 shares — an estimated $149K sold.

Stratos Wealth Partners first reported a position in URBN in Q4 2017 and held it in 3 quarters. The position peaked at $149K in Q3 2018. 318 funds tracked by Wall St. Rank hold URBN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Urban Outfitters position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,645 Urban Outfitters shares in Q4 2018, an estimated $149K.
  • Stratos Wealth Partners first reported a position in Urban Outfitters in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Urban Outfitters position peaked at $149K in Q3 2018.
  • 318 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2018.

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