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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 $46.4B AUM 27.74% 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 $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return