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WealthPLAN Partners’s PBF Energy PBF Stock Holding History

WealthPLAN Partners’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$22.8K Buy
+1,000
New +$22.5K 0.01% 457

Other funds holding PBF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WealthPLAN Partners's PBF Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in PBF Energy (PBF) in Q3 2016: 1,000 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

213 funds tracked by Wall St. Rank hold PBF as of Q3 2016.

  • WealthPLAN Partners held 1,000 shares of PBF Energy worth $22.8K as of Q3 2016.
  • PBF Energy was a new WealthPLAN Partners position in Q3 2016.
  • PBF Energy made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #457 holding.
  • 213 funds tracked by Wall St. Rank held PBF Energy as of Q3 2016.

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