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WealthPLAN Partners’s VanEck Steel ETF SLX Stock Holding History

WealthPLAN Partners’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.16K Sell
38
-38
-50% -$1.16K ﹤0.01% 890
2016
Q2 		$1.05K Buy
+76
New +$2.03K ﹤0.01% 2323

Other funds holding SLX

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's SLX Position: Q3 2016 in Review

WealthPLAN Partners reduced its VanEck Steel ETF (SLX) stake by 50% in Q3 2016, selling an estimated $1.16K and leaving 38 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

WealthPLAN Partners first reported a position in SLX in Q2 2016 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SLX as of Q3 2016.

  • WealthPLAN Partners held 38 shares of VanEck Steel ETF worth $1.16K as of Q3 2016.
  • WealthPLAN Partners sold 38 VanEck Steel ETF shares in Q3 2016, an estimated $1.16K.
  • VanEck Steel ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #890 holding.
  • WealthPLAN Partners first reported a position in VanEck Steel ETF in Q2 2016 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2016.

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