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WealthPLAN Partners’s Madison Square Garden MSGS Stock Holding History

WealthPLAN Partners’s Portfolio MSGS Stock Details MSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.11K Sell
42
-42
-50% -$5.34K ﹤0.01% 712
2016
Q2 		$5.18K Buy
+84
New +$9.86K ﹤0.01% 1975

Other funds holding MSGS

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's MSGS Position: Q3 2016 in Review

WealthPLAN Partners reduced its Madison Square Garden (MSGS) stake by 50% in Q3 2016, selling an estimated $5.34K and leaving 42 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

WealthPLAN Partners first reported a position in MSGS in Q2 2016 and has held it in 2 quarters since. The position peaked at $5.18K in Q2 2016. 215 funds tracked by Wall St. Rank hold MSGS as of Q3 2016.

  • WealthPLAN Partners held 42 shares of Madison Square Garden worth $5.11K as of Q3 2016.
  • WealthPLAN Partners sold 42 Madison Square Garden shares in Q3 2016, an estimated $5.34K.
  • Madison Square Garden made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #712 holding.
  • WealthPLAN Partners first reported a position in Madison Square Garden in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Madison Square Garden position peaked at $5.18K in Q2 2016.
  • 215 funds tracked by Wall St. Rank held Madison Square Garden as of Q3 2016.

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