Stratos Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Stratos Wealth Partners’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-788	Closed	-$72K	–	2418
2018 Q3	$72K	Buy	+788	New	+$71.1K	﹤0.01%	1286
2018 Q2	–	Sell	-960	Closed	-$84K	–	2500
2018 Q1	$84K	Buy	+960	New	+$86K	﹤0.01%	1292

Other funds holding URTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stratos Wealth Partners sold out of iShares MSCI World ETF (URTH) in Q4 2018, closing a stake of 788 shares — an estimated $72K sold.

Stratos Wealth Partners first reported a position in URTH in Q1 2018 and held it in 2 quarters. The position peaked at $84K in Q1 2018. 78 funds tracked by Wall St. Rank hold URTH as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares MSCI World ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 788 iShares MSCI World ETF shares in Q4 2018, an estimated $72K.
Stratos Wealth Partners first reported a position in iShares MSCI World ETF in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's iShares MSCI World ETF position peaked at $84K in Q1 2018.
78 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2018.

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