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WealthPLAN Partners’s CNX Resources CNX Stock Holding History

WealthPLAN Partners’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$13K Hold
720
– – 0.01% 290
2015
Q1 		$17K Buy
+720
New +$18.4K 0.01% 330

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's CNX Position: Q2 2015 in Review

WealthPLAN Partners held its CNX Resources (CNX) position steady in Q2 2015 at 720 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #290.

WealthPLAN Partners first reported a position in CNX in Q1 2015 and has held it in 2 quarters since. The position peaked at $17K in Q1 2015. 297 funds tracked by Wall St. Rank hold CNX as of Q2 2015.

  • WealthPLAN Partners held 720 shares of CNX Resources worth $13K as of Q2 2015.
  • WealthPLAN Partners left its CNX Resources share count unchanged in Q2 2015.
  • CNX Resources made up 0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #290 holding.
  • WealthPLAN Partners first reported a position in CNX Resources in Q1 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's CNX Resources position peaked at $17K in Q1 2015.
  • 297 funds tracked by Wall St. Rank held CNX Resources as of Q2 2015.

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