WAP
STEW

Wealthcare Advisory Partners’s SRH Total Return Fund STEW Stock Holding History

Wealthcare Advisory Partners’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,212
Closed -$25K – 1411
2019
Q2 		$25K Buy
+2,212
New +$24.3K ﹤0.01% 678

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PAIM
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CL
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Royal Bank of Canada
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BRWA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthcare Advisory Partners's STEW Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of SRH Total Return Fund (STEW) in Q3 2019, closing a stake of 2,212 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in STEW in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 92 funds tracked by Wall St. Rank hold STEW as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining SRH Total Return Fund position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,212 SRH Total Return Fund shares in Q3 2019, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in SRH Total Return Fund in Q2 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's SRH Total Return Fund position peaked at $25K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held SRH Total Return Fund as of Q3 2019.

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