WealthPLAN Partners’s Syngenta Ag SYT Stock Holding History

WealthPLAN Partners’s Portfolio SYT Stock Details SYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,365	Closed	-$220K	–	290
2017 Q4	$220K	Hold	2,365	–	–	0.06%	190
2017 Q3	$218K	Hold	2,365	–	–	0.06%	173
2017 Q2	$219K	Buy	+2,365	New	+$218K	0.06%	159
2016 Q3	$208K	Sell	2,365 -2,365	-50%	-$195K	0.07%	142
2016 Q2	$182K	Buy	+4,730	New	+$383K	0.02%	411
2015 Q4	$182K	Buy	+6,924	New	+$495K	0.03%	284
2015 Q2	$188K	Buy	2,308 +52	+2%	+$4.18K	0.08%	95
2015 Q1	$153K	Buy	+2,256	New	+$152K	0.07%	134

Other funds holding SYT

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPLAN Partners's SYT Position: Q1 2018 in Review

WealthPLAN Partners sold out of Syngenta Ag (SYT) in Q1 2018, closing a stake of 2,365 shares — an estimated $220K sold.

WealthPLAN Partners first reported a position in SYT in Q1 2015 and held it in 8 quarters. The position peaked at $220K in Q4 2017. 2 funds tracked by Wall St. Rank hold SYT as of Q1 2018.

WealthPLAN Partners reported no remaining Syngenta Ag position as of Q1 2018 after selling out during the quarter.
WealthPLAN Partners sold 2,365 Syngenta Ag shares in Q1 2018, an estimated $220K.
WealthPLAN Partners first reported a position in Syngenta Ag in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Syngenta Ag position peaked at $220K in Q4 2017.
2 funds tracked by Wall St. Rank held Syngenta Ag as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.