WP
TDAY

WealthPLAN Partners’s USA Today Co TDAY Stock Holding History

WealthPLAN Partners’s Portfolio TDAY Stock Details TDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-81
Closed -$1.11K – 270
2017
Q1 		$1.11K Buy
+81
New +$1.24K ﹤0.01% 427
2016
Q3 		$1.2K Sell
78
-74
-49% -$1.27K ﹤0.01% 885
2016
Q2 		$1.38K Buy
+152
New +$2.5K ﹤0.01% 2295
2015
Q4 		$1.43K Buy
+219
New +$3.91K ﹤0.01% 1519
2015
Q2 		$1K Hold
72
– – ﹤0.01% 404
2015
Q1 		$2K Buy
+72
New +$1.67K ﹤0.01% 488

Other funds holding TDAY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return