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WealthPLAN Partners’s Edesa Biotech EDSA Stock Holding History

WealthPLAN Partners’s Portfolio EDSA Stock Details EDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3
Closed -$1.46K – 245
2017
Q1 		$1.46K Buy
+3
New +$1.59K 0.01% 417
2016
Q3 		$2.22K Hold
3
– – ﹤0.01% 843
2016
Q2 		$3.82K Buy
+3
New +$3.09K ﹤0.01% 2074

Other funds holding EDSA

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UBS Group
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WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthPLAN Partners's EDSA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Edesa Biotech (EDSA) in Q2 2017, closing a stake of 3 shares — an estimated $1.46K sold.

WealthPLAN Partners first reported a position in EDSA in Q2 2016 and held it in 3 quarters. The position peaked at $3.82K in Q2 2016. 9 funds tracked by Wall St. Rank hold EDSA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Edesa Biotech position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 3 Edesa Biotech shares in Q2 2017, an estimated $1.46K.
  • WealthPLAN Partners first reported a position in Edesa Biotech in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Edesa Biotech position peaked at $3.82K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held Edesa Biotech as of Q2 2017.

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