WP
DT

WealthPLAN Partners’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

WealthPLAN Partners’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-64
Closed -$1.09K – 1156
2016
Q2 		$1.09K Buy
+64
New +$1.09K ﹤0.01% 2315

Other funds holding DT

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

WealthPLAN Partners's DT Position: Q3 2016 in Review

WealthPLAN Partners sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q3 2016, closing a stake of 64 shares — an estimated $1.09K sold.

WealthPLAN Partners first reported a position in DT in Q2 2016 and held it in 1 quarter. The position peaked at $1.09K in Q2 2016. 26 funds tracked by Wall St. Rank hold DT as of Q3 2016.

  • WealthPLAN Partners reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 64 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q3 2016, an estimated $1.09K.
  • WealthPLAN Partners first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $1.09K in Q2 2016.
  • 26 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q3 2016.

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