WealthPLAN Partners’s First Majestic Silver AG Stock Holding History

WealthPLAN Partners’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$7.15K	Sell	800 -9,200	-92%	-$135K	﹤0.01%	650
2016 Q2	$136K	Buy	+10,000	New	+$104K	0.02%	508
2015 Q4	$1.22K	Buy	+373	New	+$1.27K	﹤0.01%	1532
2015 Q2	–	Sell	-373	Closed	-$2K	–	424
2015 Q1	$2K	Buy	+373	New	+$2.2K	﹤0.01%	482

Other funds holding AG

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's AG Position: Q3 2016 in Review

WealthPLAN Partners reduced its First Majestic Silver (AG) stake by 92% in Q3 2016, selling an estimated $135K and leaving 800 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

WealthPLAN Partners first reported a position in AG in Q1 2015 and has held it in 4 quarters since. The position peaked at $136K in Q2 2016. 135 funds tracked by Wall St. Rank hold AG as of Q3 2016.

WealthPLAN Partners held 800 shares of First Majestic Silver worth $7.15K as of Q3 2016.
WealthPLAN Partners sold 9,200 First Majestic Silver shares in Q3 2016, an estimated $135K.
First Majestic Silver made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #650 holding.
WealthPLAN Partners first reported a position in First Majestic Silver in Q1 2015 and has held it in 4 quarters since.
WealthPLAN Partners's First Majestic Silver position peaked at $136K in Q2 2016.
135 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2016.

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