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WealthPLAN Partners’s Genworth Financial GNW Stock Holding History

WealthPLAN Partners’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.01K Sell
200
-1,800
-90% -$6.91K ﹤0.01% 897
2016
Q2 		$2.58K Buy
+2,000
New +$6.47K ﹤0.01% 2187
2015
Q4 		$3.74K Buy
+3,000
New +$13.9K ﹤0.01% 1399
2015
Q2 		$14K Hold
1,900
– – 0.01% 285
2015
Q1 		$14K Buy
+1,900
New +$14.5K 0.01% 352

Other funds holding GNW

Vanguard Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's GNW Position: Q3 2016 in Review

WealthPLAN Partners reduced its Genworth Financial (GNW) stake by 90% in Q3 2016, selling an estimated $6.91K and leaving 200 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

WealthPLAN Partners first reported a position in GNW in Q1 2015 and has held it in 5 quarters since. The position peaked at $14K in Q2 2015. 282 funds tracked by Wall St. Rank hold GNW as of Q3 2016.

  • WealthPLAN Partners held 200 shares of Genworth Financial worth $1.01K as of Q3 2016.
  • WealthPLAN Partners sold 1,800 Genworth Financial shares in Q3 2016, an estimated $6.91K.
  • Genworth Financial made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #897 holding.
  • WealthPLAN Partners first reported a position in Genworth Financial in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's Genworth Financial position peaked at $14K in Q2 2015.
  • 282 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2016.

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