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WealthPLAN Partners’s VanEck Indonesia Index ETF IDX Stock Holding History

WealthPLAN Partners’s Portfolio IDX Stock Details IDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.54K Sell
193
-193
-50% -$4.44K ﹤0.01% 731
2016
Q2 		$4.22K Buy
+386
New +$7.85K ﹤0.01% 2041

Other funds holding IDX

HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WealthPLAN Partners's IDX Position: Q3 2016 in Review

WealthPLAN Partners reduced its VanEck Indonesia Index ETF (IDX) stake by 50% in Q3 2016, selling an estimated $4.44K and leaving 193 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

WealthPLAN Partners first reported a position in IDX in Q2 2016 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IDX as of Q3 2016.

  • WealthPLAN Partners held 193 shares of VanEck Indonesia Index ETF worth $4.54K as of Q3 2016.
  • WealthPLAN Partners sold 193 VanEck Indonesia Index ETF shares in Q3 2016, an estimated $4.44K.
  • VanEck Indonesia Index ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #731 holding.
  • WealthPLAN Partners first reported a position in VanEck Indonesia Index ETF in Q2 2016 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q3 2016.

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