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WealthPLAN Partners’s Bread Financial BFH Stock Holding History

WealthPLAN Partners’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$1K Buy
+6
New +$1.44K ﹤0.01% 401

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's BFH Position: Q2 2015 in Review

WealthPLAN Partners opened a new position in Bread Financial (BFH) in Q2 2015: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings.

476 funds tracked by Wall St. Rank hold BFH as of Q2 2015.

  • WealthPLAN Partners held 6 shares of Bread Financial worth $1K as of Q2 2015.
  • Bread Financial was a new WealthPLAN Partners position in Q2 2015.
  • Bread Financial made up ﹤0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #401 holding.
  • 476 funds tracked by Wall St. Rank held Bread Financial as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.