WP
CSIQ icon

WealthPLAN Partners’s Canadian Solar CSIQ Stock Holding History

WealthPLAN Partners’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$20K Hold
693
– – 0.01% 250
2015
Q1 		$24K Buy
+693
New +$19.1K 0.01% 306

Other funds holding CSIQ

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

WealthPLAN Partners's CSIQ Position: Q2 2015 in Review

WealthPLAN Partners held its Canadian Solar (CSIQ) position steady in Q2 2015 at 693 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #250.

WealthPLAN Partners first reported a position in CSIQ in Q1 2015 and has held it in 2 quarters since. The position peaked at $24K in Q1 2015. 155 funds tracked by Wall St. Rank hold CSIQ as of Q2 2015.

  • WealthPLAN Partners held 693 shares of Canadian Solar worth $20K as of Q2 2015.
  • WealthPLAN Partners left its Canadian Solar share count unchanged in Q2 2015.
  • Canadian Solar made up 0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #250 holding.
  • WealthPLAN Partners first reported a position in Canadian Solar in Q1 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's Canadian Solar position peaked at $24K in Q1 2015.
  • 155 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2015.

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