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WealthPLAN Partners’s Prestige Consumer Healthcare PBH Stock Holding History

WealthPLAN Partners’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-120
Closed -$6.67K – 347
2017
Q1 		$6.67K Buy
+120
New +$6.62K 0.02% 315
2016
Q3 		$5.76K Sell
120
-120
-50% -$6.07K ﹤0.01% 690
2016
Q2 		$6.66K Buy
+240
New +$13.2K ﹤0.01% 1882

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MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthPLAN Partners's PBH Position: Q2 2017 in Review

WealthPLAN Partners sold out of Prestige Consumer Healthcare (PBH) in Q2 2017, closing a stake of 120 shares — an estimated $6.67K sold.

WealthPLAN Partners first reported a position in PBH in Q2 2016 and held it in 3 quarters. The position peaked at $6.67K in Q1 2017. 233 funds tracked by Wall St. Rank hold PBH as of Q2 2017.

  • WealthPLAN Partners reported no remaining Prestige Consumer Healthcare position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 120 Prestige Consumer Healthcare shares in Q2 2017, an estimated $6.67K.
  • WealthPLAN Partners first reported a position in Prestige Consumer Healthcare in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Prestige Consumer Healthcare position peaked at $6.67K in Q1 2017.
  • 233 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.