Plancorp LLC’s Dominari Holdings DOMH Stock Holding History

Plancorp LLC’s Portfolio DOMH Stock Details DOMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-15	Closed	-$31K	–	77
2014 Q3	$31K	Buy	+15	New	+$29.3K	0.03%	96

Other funds holding DOMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Airain Ltd St. Peter Port, Guernsey $2.26B AUM 12.43% 1-Year Est. Return

Plancorp LLC's DOMH Position: Q4 2014 in Review

Plancorp LLC sold out of Dominari Holdings (DOMH) in Q4 2014, closing a stake of 15 shares — an estimated $31K sold.

Plancorp LLC first reported a position in DOMH in Q3 2014 and held it in 1 quarter. The position peaked at $31K in Q3 2014. 16 funds tracked by Wall St. Rank hold DOMH as of Q4 2014.

Plancorp LLC reported no remaining Dominari Holdings position as of Q4 2014 after selling out during the quarter.
Plancorp LLC sold 15 Dominari Holdings shares in Q4 2014, an estimated $31K.
Plancorp LLC first reported a position in Dominari Holdings in Q3 2014 and held it in 1 quarter.
Plancorp LLC's Dominari Holdings position peaked at $31K in Q3 2014.
16 funds tracked by Wall St. Rank held Dominari Holdings as of Q4 2014.

Based on Plancorp LLC's 13F filing for Q4 2014, filed 6 Feb 2015.