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WealthPLAN Partners’s VanEck Pharmaceutical ETF PPH Stock Holding History

WealthPLAN Partners’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$21.8K – 358
2017
Q1 		$21.8K Buy
+400
New +$21.7K 0.08% 181
2016
Q3 		$22.9K Sell
400
-400
-50% -$24K 0.01% 455
2016
Q2 		$23.5K Buy
+800
New +$46.6K ﹤0.01% 1316

Other funds holding PPH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Stuyvesant Capital Management Armonk, New York $41.1M AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WealthPLAN Partners's PPH Position: Q2 2017 in Review

WealthPLAN Partners sold out of VanEck Pharmaceutical ETF (PPH) in Q2 2017, closing a stake of 400 shares — an estimated $21.8K sold.

WealthPLAN Partners first reported a position in PPH in Q2 2016 and held it in 3 quarters. The position peaked at $23.5K in Q2 2016. 50 funds tracked by Wall St. Rank hold PPH as of Q2 2017.

  • WealthPLAN Partners reported no remaining VanEck Pharmaceutical ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 400 VanEck Pharmaceutical ETF shares in Q2 2017, an estimated $21.8K.
  • WealthPLAN Partners first reported a position in VanEck Pharmaceutical ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's VanEck Pharmaceutical ETF position peaked at $23.5K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2017.

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