WealthPLAN Partners’s BAC CAPITAL TRUST VIII GTD.CAP. SECS BAC.PRZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-15,408
Closed -$399K 1137
2016
Q2
$399K Buy
+15,408
New +$396K 0.05% 239

WealthPLAN Partners's BAC.PRZ Position: Q3 2016 in Review

WealthPLAN Partners sold out of BAC CAPITAL TRUST VIII GTD.CAP. SECS (BAC.PRZ) in Q3 2016, closing a stake of 15,408 shares — an estimated $399K sold.

WealthPLAN Partners first reported a position in BAC.PRZ in Q2 2016 and held it in 1 quarter. The position peaked at $399K in Q2 2016. 0 funds tracked by Wall St. Rank hold BAC.PRZ as of Q3 2016.

  • WealthPLAN Partners reported no remaining BAC CAPITAL TRUST VIII GTD.CAP. SECS position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 15,408 BAC CAPITAL TRUST VIII GTD.CAP. SECS shares in Q3 2016, an estimated $399K.
  • WealthPLAN Partners first reported a position in BAC CAPITAL TRUST VIII GTD.CAP. SECS in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's BAC CAPITAL TRUST VIII GTD.CAP. SECS position peaked at $399K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held BAC CAPITAL TRUST VIII GTD.CAP. SECS as of Q3 2016.

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