WealthPLAN Partners’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
PPA
VFS
RIA
CC
MAA
FNBT
WealthPLAN Partners's RLY Position: Q2 2015 in Review
WealthPLAN Partners reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 38% in Q2 2015, selling an estimated $856 and leaving 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #409.
WealthPLAN Partners first reported a position in RLY in Q1 2015 and has held it in 2 quarters since. The position peaked at $2K in Q1 2015. 23 funds tracked by Wall St. Rank hold RLY as of Q2 2015.
- WealthPLAN Partners held 52 shares of State Street Multi-Asset Real Return ETF worth $1K as of Q2 2015.
- WealthPLAN Partners sold 32 State Street Multi-Asset Real Return ETF shares in Q2 2015, an estimated $856.
- State Street Multi-Asset Real Return ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #409 holding.
- WealthPLAN Partners first reported a position in State Street Multi-Asset Real Return ETF in Q1 2015 and has held it in 2 quarters since.
- WealthPLAN Partners's State Street Multi-Asset Real Return ETF position peaked at $2K in Q1 2015.
- 23 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2015.
Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.