WP
NIB

WealthPLAN Partners’s iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 NIB Stock Holding History

WealthPLAN Partners’s Portfolio NIB Stock Details NIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-8
Closed -$151 – 1088
2016
Q2 		$151 Buy
+8
New +$308 ﹤0.01% 2418

Other funds holding NIB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WealthPLAN Partners's NIB Position: Q3 2016 in Review

WealthPLAN Partners sold out of iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 (NIB) in Q3 2016, closing a stake of 8 shares — an estimated $151 sold.

WealthPLAN Partners first reported a position in NIB in Q2 2016 and held it in 1 quarter. The position peaked at $151 in Q2 2016. 12 funds tracked by Wall St. Rank hold NIB as of Q3 2016.

  • WealthPLAN Partners reported no remaining iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 8 iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 shares in Q3 2016, an estimated $151.
  • WealthPLAN Partners first reported a position in iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 position peaked at $151 in Q2 2016.
  • 12 funds tracked by Wall St. Rank held iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 as of Q3 2016.

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