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WealthPLAN Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

WealthPLAN Partners’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-682
Closed -$19 – 954
2016
Q2 		$19 Buy
+682
New +$18.3K ﹤0.01% 2483

Other funds holding ANGL

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WealthPLAN Partners's ANGL Position: Q3 2016 in Review

WealthPLAN Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2016, closing a stake of 682 shares — an estimated $19 sold.

WealthPLAN Partners first reported a position in ANGL in Q2 2016 and held it in 1 quarter. The position peaked at $19 in Q2 2016. 37 funds tracked by Wall St. Rank hold ANGL as of Q3 2016.

  • WealthPLAN Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 682 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2016, an estimated $19.
  • WealthPLAN Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $19 in Q2 2016.
  • 37 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2016.

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