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WealthPLAN Partners’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

WealthPLAN Partners’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$6.1K Sell
269
-654
-71% -$14.8K ﹤0.01% 681
2016
Q2 		$6.14K Buy
+923
New +$20.4K ﹤0.01% 1909

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's IQDF Position: Q3 2016 in Review

WealthPLAN Partners reduced its Northern Trust International Quality Dividend ETF (IQDF) stake by 71% in Q3 2016, selling an estimated $14.8K and leaving 269 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

WealthPLAN Partners first reported a position in IQDF in Q2 2016 and has held it in 2 quarters since. The position peaked at $6.14K in Q2 2016. 32 funds tracked by Wall St. Rank hold IQDF as of Q3 2016.

  • WealthPLAN Partners held 269 shares of Northern Trust International Quality Dividend ETF worth $6.1K as of Q3 2016.
  • WealthPLAN Partners sold 654 Northern Trust International Quality Dividend ETF shares in Q3 2016, an estimated $14.8K.
  • Northern Trust International Quality Dividend ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #681 holding.
  • WealthPLAN Partners first reported a position in Northern Trust International Quality Dividend ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Northern Trust International Quality Dividend ETF position peaked at $6.14K in Q2 2016.
  • 32 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q3 2016.

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