Stratos Wealth Partners’s iShares Edge MSCI Multifactor Utilities ETF UTLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-450
Closed -$11K 3074
2018
Q1
$11K Hold
450
﹤0.01% 2300
2017
Q4
$12K Buy
+450
New +$12.4K ﹤0.01% 2110

Other funds holding UTLF

Stratos Wealth Partners's UTLF Position: Q2 2018 in Review

Stratos Wealth Partners sold out of iShares Edge MSCI Multifactor Utilities ETF (UTLF) in Q2 2018, closing a stake of 450 shares — an estimated $11K sold.

Stratos Wealth Partners first reported a position in UTLF in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 1 fund tracked by Wall St. Rank holds UTLF as of Q2 2018.

  • Stratos Wealth Partners reported no remaining iShares Edge MSCI Multifactor Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 450 iShares Edge MSCI Multifactor Utilities ETF shares in Q2 2018, an estimated $11K.
  • Stratos Wealth Partners first reported a position in iShares Edge MSCI Multifactor Utilities ETF in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's iShares Edge MSCI Multifactor Utilities ETF position peaked at $12K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares Edge MSCI Multifactor Utilities ETF as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.