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WealthPLAN Partners’s Lear LEA Stock Holding History

WealthPLAN Partners’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-347
Closed -$35 – 1026
2016
Q2 		$35 Buy
+347
New +$39K ﹤0.01% 2462
2015
Q4 		$27.9K Buy
+227
New +$27.6K ﹤0.01% 788
2015
Q2 		$4K Buy
38
+16
+73% +$1.84K ﹤0.01% 352
2015
Q1 		$2K Buy
+22
New +$2.31K ﹤0.01% 491

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

WealthPLAN Partners's LEA Position: Q3 2016 in Review

WealthPLAN Partners sold out of Lear (LEA) in Q3 2016, closing a stake of 347 shares — an estimated $35 sold.

WealthPLAN Partners first reported a position in LEA in Q1 2015 and held it in 4 quarters. The position peaked at $27.9K in Q4 2015. 482 funds tracked by Wall St. Rank hold LEA as of Q3 2016.

  • WealthPLAN Partners reported no remaining Lear position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 347 Lear shares in Q3 2016, an estimated $35.
  • WealthPLAN Partners first reported a position in Lear in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Lear position peaked at $27.9K in Q4 2015.
  • 482 funds tracked by Wall St. Rank held Lear as of Q3 2016.

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