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Wealthcare Advisory Partners’s Safe Bulkers SB Stock Holding History

Wealthcare Advisory Partners’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$2K – 1406
2019
Q2 		$2K Hold
1,000
– – ﹤0.01% 1194
2019
Q1 		$1K Buy
+1,000
New +$1.65K ﹤0.01% 1166

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California Public Employees Retirement System
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RL
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Wealthcare Advisory Partners's SB Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Safe Bulkers (SB) in Q3 2019, closing a stake of 1,000 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in SB in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 64 funds tracked by Wall St. Rank hold SB as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining Safe Bulkers position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,000 Safe Bulkers shares in Q3 2019, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Safe Bulkers in Q1 2019 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Safe Bulkers position peaked at $2K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.