WealthPLAN Partners’s Drive Shack Inc. DS Stock Holding History

WealthPLAN Partners’s Portfolio DS Stock Details DS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-190	Closed	-$759	–	450
2017 Q1	$759	Buy	+190	New	+$791	﹤0.01%	438
2016 Q3	$839	Sell	185 -177	-49%	-$818	﹤0.01%	904
2016 Q2	$830	Buy	+362	New	+$1.61K	﹤0.01%	2347
2015 Q4	$696	Buy	+510	New	+$2.27K	﹤0.01%	1573
2015 Q2	$1K	Hold	166	–	–	﹤0.01%	415
2015 Q1	$1K	Buy	+166	New	+$757	﹤0.01%	522

Other funds holding DS

BRIM

Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

AACA

American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's DS Position: Q2 2017 in Review

WealthPLAN Partners sold out of Drive Shack Inc. (DS) in Q2 2017, closing a stake of 190 shares — an estimated $759 sold.

WealthPLAN Partners first reported a position in DS in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2015. 105 funds tracked by Wall St. Rank hold DS as of Q2 2017.

WealthPLAN Partners reported no remaining Drive Shack Inc. position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 190 Drive Shack Inc. shares in Q2 2017, an estimated $759.
WealthPLAN Partners first reported a position in Drive Shack Inc. in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Drive Shack Inc. position peaked at $1K in Q2 2015.
105 funds tracked by Wall St. Rank held Drive Shack Inc. as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.