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 0.13% 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

Other funds holding TIER

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

WealthPLAN Partners's TIER Position: Q4 2017 in Review

WealthPLAN Partners sold out of TIER REIT, Inc. (TIER) in Q4 2017, closing a stake of 24,930 shares — an estimated $481K sold.

WealthPLAN Partners first reported a position in TIER in Q2 2016 and held it in 3 quarters. The position peaked at $481K in Q3 2017. 172 funds tracked by Wall St. Rank hold TIER as of Q4 2017.

  • WealthPLAN Partners reported no remaining TIER REIT, Inc. position as of Q4 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 24,930 TIER REIT, Inc. shares in Q4 2017, an estimated $481K.
  • WealthPLAN Partners first reported a position in TIER REIT, Inc. in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's TIER REIT, Inc. position peaked at $481K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held TIER REIT, Inc. as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.