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WealthPLAN Partners’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

WealthPLAN Partners’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.73K Sell
160
-160
-50% -$5.74K ﹤0.01% 692
2016
Q2 		$5.4K Buy
+320
New +$10.7K ﹤0.01% 1961

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's ISCB Position: Q3 2016 in Review

WealthPLAN Partners reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 50% in Q3 2016, selling an estimated $5.74K and leaving 160 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

WealthPLAN Partners first reported a position in ISCB in Q2 2016 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold ISCB as of Q3 2016.

  • WealthPLAN Partners held 160 shares of iShares Morningstar Small-Cap ETF worth $5.73K as of Q3 2016.
  • WealthPLAN Partners sold 160 iShares Morningstar Small-Cap ETF shares in Q3 2016, an estimated $5.74K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #692 holding.
  • WealthPLAN Partners first reported a position in iShares Morningstar Small-Cap ETF in Q2 2016 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2016.

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