WP
FNM.PRS

WealthPLAN Partners’s FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) FNM.PRS Stock Holding History

WealthPLAN Partners’s Portfolio FNM.PRS Stock Details FNM.PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-251
Closed -$1.12K – 1153
2016
Q2 		$1.12K Buy
+251
New +$1.12K ﹤0.01% 2312
2015
Q4 		$879 Buy
+251
New +$879 ﹤0.01% 1557
2015
Q2 		– Sell
-251
Closed -$1K – 556
2015
Q1 		$1K Buy
+251
New +$1K ﹤0.01% 530

Other funds holding FNM.PRS

JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPLAN Partners's FNM.PRS Position: Q3 2016 in Review

WealthPLAN Partners sold out of FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) (FNM.PRS) in Q3 2016, closing a stake of 251 shares — an estimated $1.12K sold.

WealthPLAN Partners first reported a position in FNM.PRS in Q1 2015 and held it in 3 quarters. The position peaked at $1.12K in Q2 2016. 8 funds tracked by Wall St. Rank hold FNM.PRS as of Q3 2016.

  • WealthPLAN Partners reported no remaining FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 251 FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) shares in Q3 2016, an estimated $1.12K.
  • WealthPLAN Partners first reported a position in FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position peaked at $1.12K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) as of Q3 2016.

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