WP
B

WealthPLAN Partners’s Barrick Mining B Stock Holding History

WealthPLAN Partners’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-745
Closed -$14.4K – 278
2017
Q1 		$14.4K Buy
+745
New +$13.7K 0.05% 217
2016
Q3 		$4.28K Buy
+277
New +$5.52K ﹤0.01% 749
2015
Q4 		$703 Buy
+285
New +$2.13K ﹤0.01% 1572
2015
Q2 		$1K Hold
95
– – ﹤0.01% 405
2015
Q1 		$1K Buy
+95
New +$1.12K ﹤0.01% 514

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First Eagle Investment Management
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Vanguard Group
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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return