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WealthPLAN Partners’s Invesco International Corporate Bond ETF PICB Stock Holding History

WealthPLAN Partners’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-195
Closed -$5 – 1049
2016
Q2 		$5 Buy
+195
New +$5.14K ﹤0.01% 2560
2015
Q4 		$10 Buy
+432
New +$11.1K ﹤0.01% 1718

Other funds holding PICB

Jane Street
Jane Street New York $1.21T AUM 78.12% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

WealthPLAN Partners's PICB Position: Q3 2016 in Review

WealthPLAN Partners sold out of Invesco International Corporate Bond ETF (PICB) in Q3 2016, closing a stake of 195 shares — an estimated $5 sold.

WealthPLAN Partners first reported a position in PICB in Q4 2015 and held it in 2 quarters. The position peaked at $10 in Q4 2015. 39 funds tracked by Wall St. Rank hold PICB as of Q3 2016.

  • WealthPLAN Partners reported no remaining Invesco International Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 195 Invesco International Corporate Bond ETF shares in Q3 2016, an estimated $5.
  • WealthPLAN Partners first reported a position in Invesco International Corporate Bond ETF in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco International Corporate Bond ETF position peaked at $10 in Q4 2015.
  • 39 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q3 2016.

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