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Stratos Wealth Partners’s Willis Lease Finance WLFC Stock Holding History

Stratos Wealth Partners’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-900
Closed -$10K – 2505
2018
Q3 		$10K Buy
+900
New +$9.95K ﹤0.01% 2205
2018
Q2 		– Sell
-1,200
Closed -$14K – 2591
2018
Q1 		$14K Hold
1,200
– – ﹤0.01% 2178
2017
Q4 		$10K Buy
+1,200
New +$9.99K ﹤0.01% 2173

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

Stratos Wealth Partners sold out of Willis Lease Finance (WLFC) in Q4 2018, closing a stake of 900 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in WLFC in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 50 funds tracked by Wall St. Rank hold WLFC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Willis Lease Finance position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 900 Willis Lease Finance shares in Q4 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in Willis Lease Finance in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Willis Lease Finance position peaked at $14K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2018.

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