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WealthPLAN Partners’s AeroVironment AVAV Stock Holding History

WealthPLAN Partners’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.87K Sell
200
-200
-50% -$5.38K ﹤0.01% 720
2016
Q2 		$5.57K Buy
+400
New +$11.6K ﹤0.01% 1944

Other funds holding AVAV

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return

WealthPLAN Partners's AVAV Position: Q3 2016 in Review

WealthPLAN Partners reduced its AeroVironment (AVAV) stake by 50% in Q3 2016, selling an estimated $5.38K and leaving 200 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

WealthPLAN Partners first reported a position in AVAV in Q2 2016 and has held it in 2 quarters since. The position peaked at $5.57K in Q2 2016. 128 funds tracked by Wall St. Rank hold AVAV as of Q3 2016.

  • WealthPLAN Partners held 200 shares of AeroVironment worth $4.87K as of Q3 2016.
  • WealthPLAN Partners sold 200 AeroVironment shares in Q3 2016, an estimated $5.38K.
  • AeroVironment made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #720 holding.
  • WealthPLAN Partners first reported a position in AeroVironment in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's AeroVironment position peaked at $5.57K in Q2 2016.
  • 128 funds tracked by Wall St. Rank held AeroVironment as of Q3 2016.

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