Baltimore-Washington Financial Advisors’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio PPLC Stock Details PPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$4K	–	274
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	234
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	201
2015 Q1	$5K	Buy	+200	New	+$5.2K	﹤0.01%	236

Other funds holding PPLC

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PPLC Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of PortfolioPlus S&P 500 ETF (PPLC) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Baltimore-Washington Financial Advisors first reported a position in PPLC in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 3 funds tracked by Wall St. Rank hold PPLC as of Q4 2015.

Baltimore-Washington Financial Advisors reported no remaining PortfolioPlus S&P 500 ETF position as of Q4 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 200 PortfolioPlus S&P 500 ETF shares in Q4 2015, an estimated $4K.
Baltimore-Washington Financial Advisors first reported a position in PortfolioPlus S&P 500 ETF in Q1 2015 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's PortfolioPlus S&P 500 ETF position peaked at $5K in Q2 2015.
3 funds tracked by Wall St. Rank held PortfolioPlus S&P 500 ETF as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.