WP
GES

WealthPLAN Partners’s Guess Inc GES Stock Holding History

WealthPLAN Partners’s Portfolio GES Stock Details GES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$14.7K Sell
1,022
-1,022
-50% -$15.5K ﹤0.01% 538
2016
Q2 		$15.4K Buy
+2,044
New +$33.8K ﹤0.01% 1545

Other funds holding GES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's GES Position: Q3 2016 in Review

WealthPLAN Partners reduced its Guess Inc (GES) stake by 50% in Q3 2016, selling an estimated $15.5K and leaving 1,022 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

WealthPLAN Partners first reported a position in GES in Q2 2016 and has held it in 2 quarters since. The position peaked at $15.4K in Q2 2016. 185 funds tracked by Wall St. Rank hold GES as of Q3 2016.

  • WealthPLAN Partners held 1,022 shares of Guess Inc worth $14.7K as of Q3 2016.
  • WealthPLAN Partners sold 1,022 Guess Inc shares in Q3 2016, an estimated $15.5K.
  • Guess Inc made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #538 holding.
  • WealthPLAN Partners first reported a position in Guess Inc in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Guess Inc position peaked at $15.4K in Q2 2016.
  • 185 funds tracked by Wall St. Rank held Guess Inc as of Q3 2016.

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