WP
DHG

WealthPLAN Partners’s Deutsche High Incm Opportunities DHG Stock Holding History

WealthPLAN Partners’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$8.03K Sell
567
-567
-50% -$7.97K ﹤0.01% 636
2016
Q2 		$7.72K Buy
+1,134
New +$15.3K ﹤0.01% 1837

Other funds holding DHG

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's DHG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Deutsche High Incm Opportunities (DHG) stake by 50% in Q3 2016, selling an estimated $7.97K and leaving 567 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

WealthPLAN Partners first reported a position in DHG in Q2 2016 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold DHG as of Q3 2016.

  • WealthPLAN Partners held 567 shares of Deutsche High Incm Opportunities worth $8.03K as of Q3 2016.
  • WealthPLAN Partners sold 567 Deutsche High Incm Opportunities shares in Q3 2016, an estimated $7.97K.
  • Deutsche High Incm Opportunities made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #636 holding.
  • WealthPLAN Partners first reported a position in Deutsche High Incm Opportunities in Q2 2016 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q3 2016.

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