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WealthPLAN Partners’s Redwood Trust RWT Stock Holding History

WealthPLAN Partners’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$6.03K Hold
440
– – ﹤0.01% 683
2016
Q2 		$6.08K Buy
+440
New +$5.91K ﹤0.01% 1914
2015
Q4 		$5.81K Buy
+440
New +$5.94K ﹤0.01% 1303

Other funds holding RWT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.44B AUM 3.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

WealthPLAN Partners's RWT Position: Q3 2016 in Review

WealthPLAN Partners held its Redwood Trust (RWT) position steady in Q3 2016 at 440 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

WealthPLAN Partners first reported a position in RWT in Q4 2015 and has held it in 3 quarters since. The position peaked at $6.08K in Q2 2016. 161 funds tracked by Wall St. Rank hold RWT as of Q3 2016.

  • WealthPLAN Partners held 440 shares of Redwood Trust worth $6.03K as of Q3 2016.
  • WealthPLAN Partners left its Redwood Trust share count unchanged in Q3 2016.
  • Redwood Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #683 holding.
  • WealthPLAN Partners first reported a position in Redwood Trust in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Redwood Trust position peaked at $6.08K in Q2 2016.
  • 161 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2016.

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