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WealthPLAN Partners’s Tapestry TPR Stock Holding History

WealthPLAN Partners’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-190
Closed -$7.47K – 399
2017
Q1 		$7.47K Buy
+190
New +$7.16K 0.03% 303
2016
Q3 		$58.5K Sell
1,592
-958
-38% -$38K 0.02% 310
2016
Q2 		$52K Buy
+2,550
New +$100K 0.01% 905
2015
Q4 		$3.27K Buy
+100
New +$3.11K ﹤0.01% 1424

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WealthPLAN Partners's TPR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Tapestry (TPR) in Q2 2017, closing a stake of 190 shares — an estimated $7.47K sold.

WealthPLAN Partners first reported a position in TPR in Q4 2015 and held it in 4 quarters. The position peaked at $58.5K in Q3 2016. 574 funds tracked by Wall St. Rank hold TPR as of Q2 2017.

  • WealthPLAN Partners reported no remaining Tapestry position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 190 Tapestry shares in Q2 2017, an estimated $7.47K.
  • WealthPLAN Partners first reported a position in Tapestry in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Tapestry position peaked at $58.5K in Q3 2016.
  • 574 funds tracked by Wall St. Rank held Tapestry as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.