WealthPLAN Partners’s RESOURCE AMERICA INC CL-A REXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
– Sell
-672
Closed -$3.27K – 1131
2016
Q2
$3.27K Buy
+672
New +$5.17K ﹤0.01% 2114

WealthPLAN Partners's REXI Position: Q3 2016 in Review

WealthPLAN Partners sold out of RESOURCE AMERICA INC CL-A (REXI) in Q3 2016, closing a stake of 672 shares — an estimated $3.27K sold.

WealthPLAN Partners first reported a position in REXI in Q2 2016 and held it in 1 quarter. The position peaked at $3.27K in Q2 2016. 0 funds tracked by Wall St. Rank hold REXI as of Q3 2016.

  • WealthPLAN Partners reported no remaining RESOURCE AMERICA INC CL-A position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 672 RESOURCE AMERICA INC CL-A shares in Q3 2016, an estimated $3.27K.
  • WealthPLAN Partners first reported a position in RESOURCE AMERICA INC CL-A in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's RESOURCE AMERICA INC CL-A position peaked at $3.27K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held RESOURCE AMERICA INC CL-A as of Q3 2016.

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