WP
ROCK icon

WealthPLAN Partners’s Gibraltar Industries ROCK Stock Holding History

WealthPLAN Partners’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-200
Closed -$7.84K – 368
2017
Q1 		$7.84K Buy
+200
New +$8.37K 0.03% 299
2016
Q3 		$7.36K Buy
+200
New +$7.32K ﹤0.01% 647

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's ROCK Position: Q2 2017 in Review

WealthPLAN Partners sold out of Gibraltar Industries (ROCK) in Q2 2017, closing a stake of 200 shares — an estimated $7.84K sold.

WealthPLAN Partners first reported a position in ROCK in Q3 2016 and held it in 2 quarters. The position peaked at $7.84K in Q1 2017. 154 funds tracked by Wall St. Rank hold ROCK as of Q2 2017.

  • WealthPLAN Partners reported no remaining Gibraltar Industries position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Gibraltar Industries shares in Q2 2017, an estimated $7.84K.
  • WealthPLAN Partners first reported a position in Gibraltar Industries in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Gibraltar Industries position peaked at $7.84K in Q1 2017.
  • 154 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2017.

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