WP
AJRD

WealthPLAN Partners’s Aerojet Rocketdyne Holdings AJRD Stock Holding History

WealthPLAN Partners’s Portfolio AJRD Stock Details AJRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.75K Sell
100
-100
-50% -$1.81K ﹤0.01% 866
2016
Q2 		$1.83K Buy
+200
New +$3.47K ﹤0.01% 2254

Other funds holding AJRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's AJRD Position: Q3 2016 in Review

WealthPLAN Partners reduced its Aerojet Rocketdyne Holdings (AJRD) stake by 50% in Q3 2016, selling an estimated $1.81K and leaving 100 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

WealthPLAN Partners first reported a position in AJRD in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.83K in Q2 2016. 139 funds tracked by Wall St. Rank hold AJRD as of Q3 2016.

  • WealthPLAN Partners held 100 shares of Aerojet Rocketdyne Holdings worth $1.75K as of Q3 2016.
  • WealthPLAN Partners sold 100 Aerojet Rocketdyne Holdings shares in Q3 2016, an estimated $1.81K.
  • Aerojet Rocketdyne Holdings made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #866 holding.
  • WealthPLAN Partners first reported a position in Aerojet Rocketdyne Holdings in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Aerojet Rocketdyne Holdings position peaked at $1.83K in Q2 2016.
  • 139 funds tracked by Wall St. Rank held Aerojet Rocketdyne Holdings as of Q3 2016.

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