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WealthPLAN Partners’s SBA Communications SBAC Stock Holding History

WealthPLAN Partners’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3
Closed – – 1060
2016
Q2 		$0 Buy
+3
New +$304 ﹤0.01% 2598
2015
Q4 		$1.69K Buy
+54
New +$5.84K ﹤0.01% 1495
2015
Q2 		$2K Hold
19
– – ﹤0.01% 387
2015
Q1 		$2K Buy
+19
New +$2.24K ﹤0.01% 497

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

WealthPLAN Partners's SBAC Position: Q3 2016 in Review

WealthPLAN Partners sold out of SBA Communications (SBAC) in Q3 2016, closing a stake of 3 shares.

WealthPLAN Partners first reported a position in SBAC in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 414 funds tracked by Wall St. Rank hold SBAC as of Q3 2016.

  • WealthPLAN Partners reported no remaining SBA Communications position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 3 SBA Communications shares in Q3 2016.
  • WealthPLAN Partners first reported a position in SBA Communications in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's SBA Communications position peaked at $2K in Q2 2015.
  • 414 funds tracked by Wall St. Rank held SBA Communications as of Q3 2016.

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