WP
DMND

WealthPLAN Partners’s DIAMOND FOODS, INC. DMND Stock Holding History

WealthPLAN Partners’s Portfolio DMND Stock Details DMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$15.4K Buy
+1,200
New +$45.3K ﹤0.01% 1010
2015
Q2 		$13K Hold
400
– – 0.01% 296
2015
Q1 		$13K Buy
+400
New +$11.3K 0.01% 360

Other funds holding DMND

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPLAN Partners's DMND Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in DIAMOND FOODS, INC. (DMND) in Q4 2015: 1,200 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in DMND as recently as Q2 2015.

WealthPLAN Partners first reported a position in DMND in Q1 2015 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold DMND as of Q4 2015.

  • WealthPLAN Partners held 1,200 shares of DIAMOND FOODS, INC. worth $15.4K as of Q4 2015.
  • DIAMOND FOODS, INC. was a new WealthPLAN Partners position in Q4 2015.
  • DIAMOND FOODS, INC. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1010 holding.
  • WealthPLAN Partners first reported a position in DIAMOND FOODS, INC. in Q1 2015 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held DIAMOND FOODS, INC. as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.