WealthPLAN Partners’s Bath & Body Works BBWI Stock Holding History

WealthPLAN Partners’s Portfolio BBWI Stock Details BBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.96K	Sell	52 -52	-50%	-$3.06K	﹤0.01%	804
2016 Q2	$2.81K	Buy	+104	New	+$6.09K	﹤0.01%	2163
2015 Q4	$3.86K	Buy	+148	New	+$11.5K	﹤0.01%	1387
2015 Q2	$11K	Buy	156 +1	+0.6%	+$72	﹤0.01%	305
2015 Q1	$12K	Buy	+155	New	+$11.2K	0.01%	361

Other funds holding BBWI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's BBWI Position: Q3 2016 in Review

WealthPLAN Partners reduced its Bath & Body Works (BBWI) stake by 50% in Q3 2016, selling an estimated $3.06K and leaving 52 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

WealthPLAN Partners first reported a position in BBWI in Q1 2015 and has held it in 5 quarters since. The position peaked at $12K in Q1 2015. 513 funds tracked by Wall St. Rank hold BBWI as of Q3 2016.

WealthPLAN Partners held 52 shares of Bath & Body Works worth $2.96K as of Q3 2016.
WealthPLAN Partners sold 52 Bath & Body Works shares in Q3 2016, an estimated $3.06K.
Bath & Body Works made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #804 holding.
WealthPLAN Partners first reported a position in Bath & Body Works in Q1 2015 and has held it in 5 quarters since.
WealthPLAN Partners's Bath & Body Works position peaked at $12K in Q1 2015.
513 funds tracked by Wall St. Rank held Bath & Body Works as of Q3 2016.

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