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WealthPLAN Partners’s NOV NOV Stock Holding History

WealthPLAN Partners’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.78K Sell
134
-134
-50% -$4.5K ﹤0.01% 722
2016
Q2 		$4.51K Buy
+268
New +$8.61K ﹤0.01% 2016
2015
Q2 		$9K Sell
193
-59
-23% -$3.03K ﹤0.01% 315
2015
Q1 		$12K Buy
+252
New +$13.7K 0.01% 368

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's NOV Position: Q3 2016 in Review

WealthPLAN Partners reduced its NOV (NOV) stake by 50% in Q3 2016, selling an estimated $4.5K and leaving 134 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

WealthPLAN Partners first reported a position in NOV in Q1 2015 and has held it in 4 quarters since. The position peaked at $12K in Q1 2015. 643 funds tracked by Wall St. Rank hold NOV as of Q3 2016.

  • WealthPLAN Partners held 134 shares of NOV worth $4.78K as of Q3 2016.
  • WealthPLAN Partners sold 134 NOV shares in Q3 2016, an estimated $4.5K.
  • NOV made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #722 holding.
  • WealthPLAN Partners first reported a position in NOV in Q1 2015 and has held it in 4 quarters since.
  • WealthPLAN Partners's NOV position peaked at $12K in Q1 2015.
  • 643 funds tracked by Wall St. Rank held NOV as of Q3 2016.

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