WP
GOV

WealthPLAN Partners’s Government Properties Income Trust GOV Stock Holding History

WealthPLAN Partners’s Portfolio GOV Stock Details GOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$20.1K Sell
930
-930
-50% -$21.8K 0.01% 483
2016
Q2 		$21.5K Buy
+1,860
New +$36.3K ﹤0.01% 1367
2015
Q4 		$3.97K Buy
+250
New +$4.1K ﹤0.01% 1381

Other funds holding GOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's GOV Position: Q3 2016 in Review

WealthPLAN Partners reduced its Government Properties Income Trust (GOV) stake by 50% in Q3 2016, selling an estimated $21.8K and leaving 930 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #483.

WealthPLAN Partners first reported a position in GOV in Q4 2015 and has held it in 3 quarters since. The position peaked at $21.5K in Q2 2016. 210 funds tracked by Wall St. Rank hold GOV as of Q3 2016.

  • WealthPLAN Partners held 930 shares of Government Properties Income Trust worth $20.1K as of Q3 2016.
  • WealthPLAN Partners sold 930 Government Properties Income Trust shares in Q3 2016, an estimated $21.8K.
  • Government Properties Income Trust made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #483 holding.
  • WealthPLAN Partners first reported a position in Government Properties Income Trust in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Government Properties Income Trust position peaked at $21.5K in Q2 2016.
  • 210 funds tracked by Wall St. Rank held Government Properties Income Trust as of Q3 2016.

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