WP
SNLN

WealthPLAN Partners’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

WealthPLAN Partners’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$2.48K Sell
133
-306
-70% -$5.68K ﹤0.01% 830
2016
Q2 		$2.45K Buy
+439
New +$8.09K ﹤0.01% 2204

Other funds holding SNLN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

WealthPLAN Partners's SNLN Position: Q3 2016 in Review

WealthPLAN Partners reduced its Highland/iBoxx Senior Loan ETF (SNLN) stake by 70% in Q3 2016, selling an estimated $5.68K and leaving 133 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

WealthPLAN Partners first reported a position in SNLN in Q2 2016 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold SNLN as of Q3 2016.

  • WealthPLAN Partners held 133 shares of Highland/iBoxx Senior Loan ETF worth $2.48K as of Q3 2016.
  • WealthPLAN Partners sold 306 Highland/iBoxx Senior Loan ETF shares in Q3 2016, an estimated $5.68K.
  • Highland/iBoxx Senior Loan ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #830 holding.
  • WealthPLAN Partners first reported a position in Highland/iBoxx Senior Loan ETF in Q2 2016 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q3 2016.

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