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WealthPLAN Partners’s Arts-Way Manufacturing Co ARTW Stock Holding History

WealthPLAN Partners’s Portfolio ARTW Stock Details ARTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-154
Closed -$456 – 956
2016
Q2 		$456 Buy
+154
New +$467 ﹤0.01% 2371
2015
Q4 		$477 Buy
+154
New +$463 ﹤0.01% 1587
2015
Q2 		– Sell
-154
Closed -$1K – 428
2015
Q1 		$1K Buy
+154
New +$730 ﹤0.01% 509

Other funds holding ARTW

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthPLAN Partners's ARTW Position: Q3 2016 in Review

WealthPLAN Partners sold out of Arts-Way Manufacturing Co (ARTW) in Q3 2016, closing a stake of 154 shares — an estimated $456 sold.

WealthPLAN Partners first reported a position in ARTW in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 13 funds tracked by Wall St. Rank hold ARTW as of Q3 2016.

  • WealthPLAN Partners reported no remaining Arts-Way Manufacturing Co position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 154 Arts-Way Manufacturing Co shares in Q3 2016, an estimated $456.
  • WealthPLAN Partners first reported a position in Arts-Way Manufacturing Co in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Arts-Way Manufacturing Co position peaked at $1K in Q1 2015.
  • 13 funds tracked by Wall St. Rank held Arts-Way Manufacturing Co as of Q3 2016.

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