SWP
WVFC

Stratos Wealth Partners’s WVS Financial Corp WVFC Stock Holding History

Stratos Wealth Partners’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$4K – 2735
2018
Q3 		$4K Buy
+250
New +$4.08K ﹤0.01% 2572
2018
Q2 		– Sell
-250
Closed -$4K – 2823
2018
Q1 		$4K Hold
250
– – ﹤0.01% 2713
2017
Q4 		$4K Buy
+250
New +$3.87K ﹤0.01% 2480

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $871M AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stratos Wealth Partners sold out of WVS Financial Corp (WVFC) in Q4 2018, closing a stake of 250 shares — an estimated $4K sold.

Stratos Wealth Partners first reported a position in WVFC in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 17 funds tracked by Wall St. Rank hold WVFC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining WVS Financial Corp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 250 WVS Financial Corp shares in Q4 2018, an estimated $4K.
  • Stratos Wealth Partners first reported a position in WVS Financial Corp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's WVS Financial Corp position peaked at $4K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held WVS Financial Corp as of Q4 2018.

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