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WealthPLAN Partners’s Magna International MGA Stock Holding History

WealthPLAN Partners’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-555
Closed -$19 – 1031
2016
Q2 		$19 Buy
+555
New +$22.4K ﹤0.01% 2485
2015
Q4 		$15.7K Buy
+2,510
New +$117K ﹤0.01% 999
2015
Q2 		$15K Sell
270
-42
-13% -$2.34K 0.01% 281
2015
Q1 		$16K Buy
+312
New +$16.1K 0.01% 338

Other funds holding MGA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

WealthPLAN Partners's MGA Position: Q3 2016 in Review

WealthPLAN Partners sold out of Magna International (MGA) in Q3 2016, closing a stake of 555 shares — an estimated $19 sold.

WealthPLAN Partners first reported a position in MGA in Q1 2015 and held it in 4 quarters. The position peaked at $16K in Q1 2015. 365 funds tracked by Wall St. Rank hold MGA as of Q3 2016.

  • WealthPLAN Partners reported no remaining Magna International position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 555 Magna International shares in Q3 2016, an estimated $19.
  • WealthPLAN Partners first reported a position in Magna International in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Magna International position peaked at $16K in Q1 2015.
  • 365 funds tracked by Wall St. Rank held Magna International as of Q3 2016.

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