WP
GLDI icon

WealthPLAN Partners’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

WealthPLAN Partners’s Portfolio GLDI Stock Details GLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,216
Closed -$132K – 1008
2016
Q2 		$132K Buy
+1,216
New +$259K 0.02% 524

Other funds holding GLDI

RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MSTVIM
Messner & Smith Theme Value Investment Management San Diego, California $60.3M AUM 16.8% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

WealthPLAN Partners's GLDI Position: Q3 2016 in Review

WealthPLAN Partners sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q3 2016, closing a stake of 1,216 shares — an estimated $132K sold.

WealthPLAN Partners first reported a position in GLDI in Q2 2016 and held it in 1 quarter. The position peaked at $132K in Q2 2016. 15 funds tracked by Wall St. Rank hold GLDI as of Q3 2016.

  • WealthPLAN Partners reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,216 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q3 2016, an estimated $132K.
  • WealthPLAN Partners first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $132K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q3 2016.

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