WP
AZ

WealthPLAN Partners’s Allianz Se Sponsored Adr Repstg 1/10 Ord Sh AZ Stock Holding History

WealthPLAN Partners’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$4.32K – 1158
2016
Q2 		$4.32K Buy
+300
New +$4.32K ﹤0.01% 2033

Other funds holding AZ

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.69B AUM 46.33% 1-Year Est. Return

WealthPLAN Partners's AZ Position: Q3 2016 in Review

WealthPLAN Partners sold out of Allianz Se Sponsored Adr Repstg 1/10 Ord Sh (AZ) in Q3 2016, closing a stake of 300 shares — an estimated $4.32K sold.

WealthPLAN Partners first reported a position in AZ in Q2 2016 and held it in 1 quarter. The position peaked at $4.32K in Q2 2016. 30 funds tracked by Wall St. Rank hold AZ as of Q3 2016.

  • WealthPLAN Partners reported no remaining Allianz Se Sponsored Adr Repstg 1/10 Ord Sh position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 300 Allianz Se Sponsored Adr Repstg 1/10 Ord Sh shares in Q3 2016, an estimated $4.32K.
  • WealthPLAN Partners first reported a position in Allianz Se Sponsored Adr Repstg 1/10 Ord Sh in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Allianz Se Sponsored Adr Repstg 1/10 Ord Sh position peaked at $4.32K in Q2 2016.
  • 30 funds tracked by Wall St. Rank held Allianz Se Sponsored Adr Repstg 1/10 Ord Sh as of Q3 2016.

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