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WealthPLAN Partners’s Diana Shipping DSX Stock Holding History

WealthPLAN Partners’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.91K Hold
1,030
– – ﹤0.01% 858
2016
Q2 		$1.75K Buy
+1,030
New +$1.92K ﹤0.01% 2258
2015
Q4 		$3.13K Buy
+1,030
New +$3.9K ﹤0.01% 1434

Other funds holding DSX

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM

WealthPLAN Partners's DSX Position: Q3 2016 in Review

WealthPLAN Partners held its Diana Shipping (DSX) position steady in Q3 2016 at 1,030 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

WealthPLAN Partners first reported a position in DSX in Q4 2015 and has held it in 3 quarters since. The position peaked at $3.13K in Q4 2015. 61 funds tracked by Wall St. Rank hold DSX as of Q3 2016.

  • WealthPLAN Partners held 1,030 shares of Diana Shipping worth $1.91K as of Q3 2016.
  • WealthPLAN Partners left its Diana Shipping share count unchanged in Q3 2016.
  • Diana Shipping made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #858 holding.
  • WealthPLAN Partners first reported a position in Diana Shipping in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Diana Shipping position peaked at $3.13K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held Diana Shipping as of Q3 2016.

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