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WealthPLAN Partners’s Saic SAIC Stock Holding History

WealthPLAN Partners’s Portfolio SAIC Stock Details SAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18,090
Closed -$1.35M – 271
2019
Q1 		$1.35M Hold
18,090
– – 0.21% 88
2018
Q4 		$1.39M Hold
18,090
– – 0.22% 90
2018
Q3 		$1.22M Hold
18,090
– – 0.22% 85
2018
Q2 		$1.46M Hold
18,090
– – 0.3% 83
2018
Q1 		$1.43M Hold
18,090
– – 0.31% 84
2017
Q4 		$1.39M Hold
18,090
– – 0.37% 74
2017
Q3 		$1.21M Hold
18,090
– – 0.34% 66
2017
Q2 		$1.26M Buy
+18,090
New +$1.33M 0.36% 62

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GA
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KKRC
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return