WP
ACAS

WealthPLAN Partners’s American Capital Ltd ACAS Stock Holding History

WealthPLAN Partners’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$11.3K Sell
666
-799
-55% -$13.2K ﹤0.01% 580
2016
Q2 		$10.6K Buy
+1,465
New +$23.1K ﹤0.01% 1710
2015
Q2 		– Sell
-320
Closed -$5K – 569
2015
Q1 		$5K Buy
+320
New +$4.69K ﹤0.01% 427

Other funds holding ACAS

EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return