WP
FIT

WealthPLAN Partners’s Fitbit, Inc. Class A common stock FIT Stock Holding History

WealthPLAN Partners’s Portfolio FIT Stock Details FIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$3.09K Sell
210
-210
-50% -$3.06K ﹤0.01% 794
2016
Q2 		$2.57K Buy
+420
New +$6.21K ﹤0.01% 2192
2015
Q4 		$10.4K Buy
+1,050
New +$34.7K ﹤0.01% 1131

Other funds holding FIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

WealthPLAN Partners's FIT Position: Q3 2016 in Review

WealthPLAN Partners reduced its Fitbit, Inc. Class A common stock (FIT) stake by 50% in Q3 2016, selling an estimated $3.06K and leaving 210 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

WealthPLAN Partners first reported a position in FIT in Q4 2015 and has held it in 3 quarters since. The position peaked at $10.4K in Q4 2015. 272 funds tracked by Wall St. Rank hold FIT as of Q3 2016.

  • WealthPLAN Partners held 210 shares of Fitbit, Inc. Class A common stock worth $3.09K as of Q3 2016.
  • WealthPLAN Partners sold 210 Fitbit, Inc. Class A common stock shares in Q3 2016, an estimated $3.06K.
  • Fitbit, Inc. Class A common stock made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #794 holding.
  • WealthPLAN Partners first reported a position in Fitbit, Inc. Class A common stock in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Fitbit, Inc. Class A common stock position peaked at $10.4K in Q4 2015.
  • 272 funds tracked by Wall St. Rank held Fitbit, Inc. Class A common stock as of Q3 2016.

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