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WealthPLAN Partners’s Essent Group ESNT Stock Holding History

WealthPLAN Partners’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,180
Closed -$43.2K – 252
2017
Q1 		$43.2K Buy
+1,180
New +$41K 0.15% 121
2016
Q3 		$53.6K Sell
1,985
-1,985
-50% -$50.3K 0.02% 321
2016
Q2 		$43.3K Buy
+3,970
New +$82.7K 0.01% 981
2015
Q4 		$3.94K Buy
+180
New +$4.36K ﹤0.01% 1383

Other funds holding ESNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's ESNT Position: Q2 2017 in Review

WealthPLAN Partners sold out of Essent Group (ESNT) in Q2 2017, closing a stake of 1,180 shares — an estimated $43.2K sold.

WealthPLAN Partners first reported a position in ESNT in Q4 2015 and held it in 4 quarters. The position peaked at $53.6K in Q3 2016. 225 funds tracked by Wall St. Rank hold ESNT as of Q2 2017.

  • WealthPLAN Partners reported no remaining Essent Group position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,180 Essent Group shares in Q2 2017, an estimated $43.2K.
  • WealthPLAN Partners first reported a position in Essent Group in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Essent Group position peaked at $53.6K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held Essent Group as of Q2 2017.

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