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Stratos Wealth Partners’s United Therapeutics UTHR Stock Holding History

Stratos Wealth Partners’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-708
Closed -$91K – 2422
2018
Q3 		$91K Buy
+708
New +$87.6K ﹤0.01% 1172
2018
Q2 		– Sell
-803
Closed -$90K – 2505
2018
Q1 		$90K Sell
803
-11
-1% -$1.4K ﹤0.01% 1255
2017
Q4 		$120K Buy
+814
New +$103K 0.01% 1086

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Stratos Wealth Partners sold out of United Therapeutics (UTHR) in Q4 2018, closing a stake of 708 shares — an estimated $91K sold.

Stratos Wealth Partners first reported a position in UTHR in Q4 2017 and held it in 3 quarters. The position peaked at $120K in Q4 2017. 360 funds tracked by Wall St. Rank hold UTHR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining United Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 708 United Therapeutics shares in Q4 2018, an estimated $91K.
  • Stratos Wealth Partners first reported a position in United Therapeutics in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's United Therapeutics position peaked at $120K in Q4 2017.
  • 360 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2018.

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