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WealthPLAN Partners’s Post Holdings POST Stock Holding History

WealthPLAN Partners’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-382
Closed -$21.8K – 356
2017
Q1 		$21.8K Buy
+382
New +$21K 0.08% 180
2016
Q3 		$25.6K Sell
504
-504
-50% -$27.7K 0.01% 434
2016
Q2 		$27.3K Buy
+1,008
New +$48.7K ﹤0.01% 1220
2015
Q4 		$12.6K Buy
+313
New +$13K ﹤0.01% 1073

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's POST Position: Q2 2017 in Review

WealthPLAN Partners sold out of Post Holdings (POST) in Q2 2017, closing a stake of 382 shares — an estimated $21.8K sold.

WealthPLAN Partners first reported a position in POST in Q4 2015 and held it in 4 quarters. The position peaked at $27.3K in Q2 2016. 277 funds tracked by Wall St. Rank hold POST as of Q2 2017.

  • WealthPLAN Partners reported no remaining Post Holdings position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 382 Post Holdings shares in Q2 2017, an estimated $21.8K.
  • WealthPLAN Partners first reported a position in Post Holdings in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Post Holdings position peaked at $27.3K in Q2 2016.
  • 277 funds tracked by Wall St. Rank held Post Holdings as of Q2 2017.

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