WP
SNDS

WealthPLAN Partners’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

WealthPLAN Partners’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-600
Closed -$11.4K – 509
2017
Q1 		$11.4K Buy
+600
New +$11.4K 0.04% 251

Other funds holding SNDS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WealthPLAN Partners's SNDS Position: Q2 2017 in Review

WealthPLAN Partners sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q2 2017, closing a stake of 600 shares — an estimated $11.4K sold.

WealthPLAN Partners first reported a position in SNDS in Q1 2017 and held it in 1 quarter. The position peaked at $11.4K in Q1 2017. 26 funds tracked by Wall St. Rank hold SNDS as of Q2 2017.

  • WealthPLAN Partners reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 600 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q2 2017, an estimated $11.4K.
  • WealthPLAN Partners first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q1 2017 and held it in 1 quarter.
  • WealthPLAN Partners's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $11.4K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q2 2017.

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