WP
SNR

WealthPLAN Partners’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History

WealthPLAN Partners’s Portfolio SNR Stock Details SNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-193
Closed -$1.95K – 461
2017
Q1 		$1.95K Buy
+193
New +$1.96K 0.01% 409
2016
Q3 		$1.99K Sell
183
-175
-49% -$2.07K ﹤0.01% 853
2016
Q2 		$1.92K Buy
+358
New +$3.81K ﹤0.01% 2245
2015
Q4 		$1.69K Buy
+513
New +$5.09K ﹤0.01% 1494
2015
Q2 		$2K Hold
166
– – ﹤0.01% 394
2015
Q1 		$3K Buy
+166
New +$2.8K ﹤0.01% 476

Other funds holding SNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return