WP
GF

WealthPLAN Partners’s New Germany Fund GF Stock Holding History

WealthPLAN Partners’s Portfolio GF Stock Details GF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6
Closed -$88 – 272
2017
Q1 		$88 Buy
+6
New +$83 ﹤0.01% 453
2016
Q3 		$5.19K Sell
365
-347
-49% -$4.83K ﹤0.01% 708
2016
Q2 		$4.73K Buy
+712
New +$9.83K ﹤0.01% 2002
2015
Q4 		$1.47K Buy
+100
New +$1.51K ﹤0.01% 1516

Other funds holding GF

Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return