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Plancorp LLC’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Plancorp LLC’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,722
Closed -$206K – 207
2020
Q3 		$206K Buy
+5,722
New +$205K 0.06% 174

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plancorp LLC's NOBL Position: Q4 2020 in Review

Plancorp LLC sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2020, closing a stake of 5,722 shares — an estimated $206K sold.

Plancorp LLC first reported a position in NOBL in Q3 2020 and held it in 1 quarter. The position peaked at $206K in Q3 2020. 396 funds tracked by Wall St. Rank hold NOBL as of Q4 2020.

  • Plancorp LLC reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2020 after selling out during the quarter.
  • Plancorp LLC sold 5,722 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2020, an estimated $206K.
  • Plancorp LLC first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2020 and held it in 1 quarter.
  • Plancorp LLC's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $206K in Q3 2020.
  • 396 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2020.

Based on Plancorp LLC's 13F filing for Q4 2020, filed 9 Feb 2021.