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 – 459
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 $6.73T AUM 46.02% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's SNR Position: Q2 2017 in Review

WealthPLAN Partners sold out of NEW SENIOR INVESTMENT GROUP INC. (SNR) in Q2 2017, closing a stake of 193 shares — an estimated $1.95K sold.

WealthPLAN Partners first reported a position in SNR in Q1 2015 and held it in 6 quarters. The position peaked at $3K in Q1 2015. 171 funds tracked by Wall St. Rank hold SNR as of Q2 2017.

  • WealthPLAN Partners reported no remaining NEW SENIOR INVESTMENT GROUP INC. position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 193 NEW SENIOR INVESTMENT GROUP INC. shares in Q2 2017, an estimated $1.95K.
  • WealthPLAN Partners first reported a position in NEW SENIOR INVESTMENT GROUP INC. in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's NEW SENIOR INVESTMENT GROUP INC. position peaked at $3K in Q1 2015.
  • 171 funds tracked by Wall St. Rank held NEW SENIOR INVESTMENT GROUP INC. as of Q2 2017.

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