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WealthPLAN Partners’s Haemonetics HAE Stock Holding History

WealthPLAN Partners’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$6.91K Hold
190
– – ﹤0.01% 655
2016
Q2 		$5.51K Buy
+190
New +$5.74K ﹤0.01% 1951
2015
Q4 		$6.13K Buy
+190
New +$6.16K ﹤0.01% 1292

Other funds holding HAE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

WealthPLAN Partners's HAE Position: Q3 2016 in Review

WealthPLAN Partners held its Haemonetics (HAE) position steady in Q3 2016 at 190 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

WealthPLAN Partners first reported a position in HAE in Q4 2015 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold HAE as of Q3 2016.

  • WealthPLAN Partners held 190 shares of Haemonetics worth $6.91K as of Q3 2016.
  • WealthPLAN Partners left its Haemonetics share count unchanged in Q3 2016.
  • Haemonetics made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #655 holding.
  • WealthPLAN Partners first reported a position in Haemonetics in Q4 2015 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Haemonetics as of Q3 2016.

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