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WealthPLAN Partners’s Fidelity National Financial FNF Stock Holding History

WealthPLAN Partners’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-668
Closed -$17 – 1003
2016
Q2 		$17 Buy
+668
New +$15.7K ﹤0.01% 2492
2015
Q4 		$40 Buy
+1,677
New +$40.9K ﹤0.01% 1673

Other funds holding FNF

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

WealthPLAN Partners's FNF Position: Q3 2016 in Review

WealthPLAN Partners sold out of Fidelity National Financial (FNF) in Q3 2016, closing a stake of 668 shares — an estimated $17 sold.

WealthPLAN Partners first reported a position in FNF in Q4 2015 and held it in 2 quarters. The position peaked at $40 in Q4 2015. 372 funds tracked by Wall St. Rank hold FNF as of Q3 2016.

  • WealthPLAN Partners reported no remaining Fidelity National Financial position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 668 Fidelity National Financial shares in Q3 2016, an estimated $17.
  • WealthPLAN Partners first reported a position in Fidelity National Financial in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Fidelity National Financial position peaked at $40 in Q4 2015.
  • 372 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2016.

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