WealthPLAN Partners’s Global X Social Media ETF SOCL Stock Holding History

WealthPLAN Partners’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$3.83K	Sell	150 -150	-50%	-$3.47K	﹤0.01%	766
2016 Q2	$3.14K	Buy	+300	New	+$5.79K	﹤0.01%	2125
2015 Q4	$2.99K	Buy	+450	New	+$8.78K	﹤0.01%	1443
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	373
2015 Q1	$3K	Buy	+150	New	+$2.78K	﹤0.01%	470

Other funds holding SOCL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's SOCL Position: Q3 2016 in Review

WealthPLAN Partners reduced its Global X Social Media ETF (SOCL) stake by 50% in Q3 2016, selling an estimated $3.47K and leaving 150 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

WealthPLAN Partners first reported a position in SOCL in Q1 2015 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold SOCL as of Q3 2016.

WealthPLAN Partners held 150 shares of Global X Social Media ETF worth $3.83K as of Q3 2016.
WealthPLAN Partners sold 150 Global X Social Media ETF shares in Q3 2016, an estimated $3.47K.
Global X Social Media ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #766 holding.
WealthPLAN Partners first reported a position in Global X Social Media ETF in Q1 2015 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2016.

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