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WealthPLAN Partners’s Ralph Lauren RL Stock Holding History

WealthPLAN Partners’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$23.1K Sell
230
-290
-56% -$29.1K 0.01% 454
2016
Q2 		$23.3K Buy
+520
New +$48.3K ﹤0.01% 1322
2015
Q4 		$20.6K Buy
+185
New +$21.9K ﹤0.01% 901

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's RL Position: Q3 2016 in Review

WealthPLAN Partners reduced its Ralph Lauren (RL) stake by 56% in Q3 2016, selling an estimated $29.1K and leaving 230 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #454.

WealthPLAN Partners first reported a position in RL in Q4 2015 and has held it in 3 quarters since. The position peaked at $23.3K in Q2 2016. 406 funds tracked by Wall St. Rank hold RL as of Q3 2016.

  • WealthPLAN Partners held 230 shares of Ralph Lauren worth $23.1K as of Q3 2016.
  • WealthPLAN Partners sold 290 Ralph Lauren shares in Q3 2016, an estimated $29.1K.
  • Ralph Lauren made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #454 holding.
  • WealthPLAN Partners first reported a position in Ralph Lauren in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Ralph Lauren position peaked at $23.3K in Q2 2016.
  • 406 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2016.

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