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 $11.8B AUM 20.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B 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 $1.89T AUM 35.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

WealthPLAN Partners's ACAS Position: Q3 2016 in Review

WealthPLAN Partners reduced its American Capital Ltd (ACAS) stake by 55% in Q3 2016, selling an estimated $13.2K and leaving 666 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

WealthPLAN Partners first reported a position in ACAS in Q1 2015 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold ACAS as of Q3 2016.

  • WealthPLAN Partners held 666 shares of American Capital Ltd worth $11.3K as of Q3 2016.
  • WealthPLAN Partners sold 799 American Capital Ltd shares in Q3 2016, an estimated $13.2K.
  • American Capital Ltd made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #580 holding.
  • WealthPLAN Partners first reported a position in American Capital Ltd in Q1 2015 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held American Capital Ltd as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.