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WealthPLAN Partners’s Titan Machinery TITN Stock Holding History

WealthPLAN Partners’s Portfolio TITN Stock Details TITN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$10.3K Sell
1,000
-1,000
-50% -$11.1K ﹤0.01% 597
2016
Q2 		$11.2K Buy
+2,000
New +$23K ﹤0.01% 1690

Other funds holding TITN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

WealthPLAN Partners's TITN Position: Q3 2016 in Review

WealthPLAN Partners reduced its Titan Machinery (TITN) stake by 50% in Q3 2016, selling an estimated $11.1K and leaving 1,000 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

WealthPLAN Partners first reported a position in TITN in Q2 2016 and has held it in 2 quarters since. The position peaked at $11.2K in Q2 2016. 94 funds tracked by Wall St. Rank hold TITN as of Q3 2016.

  • WealthPLAN Partners held 1,000 shares of Titan Machinery worth $10.3K as of Q3 2016.
  • WealthPLAN Partners sold 1,000 Titan Machinery shares in Q3 2016, an estimated $11.1K.
  • Titan Machinery made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #597 holding.
  • WealthPLAN Partners first reported a position in Titan Machinery in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Titan Machinery position peaked at $11.2K in Q2 2016.
  • 94 funds tracked by Wall St. Rank held Titan Machinery as of Q3 2016.

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