WealthPLAN Partners’s METLIFE INC PFD SERIES B MET.PRB Stock Holding History

WealthPLAN Partners’s Portfolio MET.PRB Stock Details MET.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-200	Closed	-$5K	–	551
2015 Q1	$5K	Buy	+200	New	+$5.22K	﹤0.01%	426

Other funds holding MET.PRB

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return