WealthPLAN Partners’s abrdn Income Credit Strategies Fund ACP Stock Holding History

WealthPLAN Partners’s Portfolio ACP Stock Details ACP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-7,129	Closed	-$96.4K	–	183
2017 Q1	$96.4K	Buy	+7,129	New	+$96.2K	0.33%	55
2016 Q3	$267K	Sell	21,506 -23,158	-52%	-$279K	0.09%	124
2016 Q2	$247K	Buy	+44,664	New	+$499K	0.03%	328
2015 Q4	$200	Buy	+18,219	New	+$218K	﹤0.01%	1621
2015 Q2	$974K	Buy	70,843 +22,329	+46%	+$325K	0.43%	34
2015 Q1	$713K	Buy	+48,514	New	+$710K	0.33%	55

Other funds holding ACP

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return