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WealthPLAN Partners’s Element Solutions ESI Stock Holding History

WealthPLAN Partners’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,155
Closed -$40K – 251
2017
Q1 		$40K Buy
+3,155
New +$38.8K 0.14% 127
2016
Q3 		$46.6K Sell
6,360
-6,330
-50% -$56.5K 0.02% 350
2016
Q2 		$51.7K Buy
+12,690
New +$118K 0.01% 909
2015
Q4 		$3.21K Buy
+250
New +$3.04K ﹤0.01% 1426

Other funds holding ESI

PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

WealthPLAN Partners's ESI Position: Q2 2017 in Review

WealthPLAN Partners sold out of Element Solutions (ESI) in Q2 2017, closing a stake of 3,155 shares — an estimated $40K sold.

WealthPLAN Partners first reported a position in ESI in Q4 2015 and held it in 4 quarters. The position peaked at $51.7K in Q2 2016. 199 funds tracked by Wall St. Rank hold ESI as of Q2 2017.

  • WealthPLAN Partners reported no remaining Element Solutions position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 3,155 Element Solutions shares in Q2 2017, an estimated $40K.
  • WealthPLAN Partners first reported a position in Element Solutions in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Element Solutions position peaked at $51.7K in Q2 2016.
  • 199 funds tracked by Wall St. Rank held Element Solutions as of Q2 2017.

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