Stratos Wealth Partners’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-680	Closed	-$20K	–	2549
2018 Q3	$20K	Buy	+680	New	+$19.5K	﹤0.01%	1884
2018 Q2	–	Sell	-641	Closed	-$17K	–	2628
2018 Q1	$17K	Buy	+641	New	+$17.8K	﹤0.01%	2083

Other funds holding YLDE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2018, closing a stake of 680 shares — an estimated $20K sold.

Stratos Wealth Partners first reported a position in YLDE in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 4 funds tracked by Wall St. Rank hold YLDE as of Q4 2018.

Stratos Wealth Partners reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 680 ClearBridge Dividend Strategy ESG ETF shares in Q4 2018, an estimated $20K.
Stratos Wealth Partners first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's ClearBridge Dividend Strategy ESG ETF position peaked at $20K in Q3 2018.
4 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2018.

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