WealthPLAN Partners’s ClearBridge American Energy MLP CBA Stock Holding History

WealthPLAN Partners’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$10K	Hold	1,132	–	–	﹤0.01%	601
2016 Q2	$9.79K	Buy	+1,132	New	+$9.04K	﹤0.01%	1750
2015 Q4	$9.27K	Buy	+1,132	New	+$11.2K	﹤0.01%	1175

Other funds holding CBA

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthPLAN Partners's CBA Position: Q3 2016 in Review

WealthPLAN Partners held its ClearBridge American Energy MLP (CBA) position steady in Q3 2016 at 1,132 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

WealthPLAN Partners first reported a position in CBA in Q4 2015 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CBA as of Q3 2016.

WealthPLAN Partners held 1,132 shares of ClearBridge American Energy MLP worth $10K as of Q3 2016.
WealthPLAN Partners left its ClearBridge American Energy MLP share count unchanged in Q3 2016.
ClearBridge American Energy MLP made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #601 holding.
WealthPLAN Partners first reported a position in ClearBridge American Energy MLP in Q4 2015 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q3 2016.

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