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WealthPLAN Partners’s Bunge Global BG Stock Holding History

WealthPLAN Partners’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.49K Sell
75
-75
-50% -$4.66K ﹤0.01% 734
2016
Q2 		$4.44K Buy
+150
New +$9.18K ﹤0.01% 2024
2015
Q4 		$5.12K Buy
+75
New +$5.29K ﹤0.01% 1328

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

WealthPLAN Partners's BG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Bunge Global (BG) stake by 50% in Q3 2016, selling an estimated $4.66K and leaving 75 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

WealthPLAN Partners first reported a position in BG in Q4 2015 and has held it in 3 quarters since. The position peaked at $5.12K in Q4 2015. 380 funds tracked by Wall St. Rank hold BG as of Q3 2016.

  • WealthPLAN Partners held 75 shares of Bunge Global worth $4.49K as of Q3 2016.
  • WealthPLAN Partners sold 75 Bunge Global shares in Q3 2016, an estimated $4.66K.
  • Bunge Global made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #734 holding.
  • WealthPLAN Partners first reported a position in Bunge Global in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Bunge Global position peaked at $5.12K in Q4 2015.
  • 380 funds tracked by Wall St. Rank held Bunge Global as of Q3 2016.

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