WP
TIER

WealthPLAN Partners’s TIER REIT, Inc. TIER Stock Holding History

WealthPLAN Partners’s Portfolio TIER Stock Details TIER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-24,930
Closed -$481K – 238
2017
Q3 		$481K Buy
24,930
+10,015
+67% +$184K 0.14% 116
2017
Q2 		$276K Buy
+14,915
New +$256K 0.08% 142
2016
Q3 		– Sell
-1
Closed – – 1108
2016
Q2 		$0 Buy
+1
New +$15 ﹤0.01% 2599

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State Street
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Charles Schwab
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PMG
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Northern Trust
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Morgan Stanley
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Schroder Investment Management Group
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HRCM
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MIRH
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