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WealthPLAN Partners’s Quest Diagnostics DGX Stock Holding History

WealthPLAN Partners’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.18K Sell
50
-50
-50% -$4.2K ﹤0.01% 754
2016
Q2 		$4.08K Buy
+100
New +$7.62K ﹤0.01% 2055

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPLAN Partners's DGX Position: Q3 2016 in Review

WealthPLAN Partners reduced its Quest Diagnostics (DGX) stake by 50% in Q3 2016, selling an estimated $4.2K and leaving 50 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

WealthPLAN Partners first reported a position in DGX in Q2 2016 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold DGX as of Q3 2016.

  • WealthPLAN Partners held 50 shares of Quest Diagnostics worth $4.18K as of Q3 2016.
  • WealthPLAN Partners sold 50 Quest Diagnostics shares in Q3 2016, an estimated $4.2K.
  • Quest Diagnostics made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #754 holding.
  • WealthPLAN Partners first reported a position in Quest Diagnostics in Q2 2016 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2016.

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