WP
TSS

WealthPLAN Partners’s Total System Services, Inc. TSS Stock Holding History

WealthPLAN Partners’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,679
Closed -$226K – 297
2018
Q2 		$226K Sell
2,679
-1,800
-40% -$155K 0.05% 228
2018
Q1 		$386K Buy
+4,479
New +$385K 0.08% 164

Other funds holding TSS

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's TSS Position: Q3 2018 in Review

WealthPLAN Partners sold out of Total System Services, Inc. (TSS) in Q3 2018, closing a stake of 2,679 shares — an estimated $226K sold.

WealthPLAN Partners first reported a position in TSS in Q1 2018 and held it in 2 quarters. The position peaked at $386K in Q1 2018. 603 funds tracked by Wall St. Rank hold TSS as of Q3 2018.

  • WealthPLAN Partners reported no remaining Total System Services, Inc. position as of Q3 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 2,679 Total System Services, Inc. shares in Q3 2018, an estimated $226K.
  • WealthPLAN Partners first reported a position in Total System Services, Inc. in Q1 2018 and held it in 2 quarters.
  • WealthPLAN Partners's Total System Services, Inc. position peaked at $386K in Q1 2018.
  • 603 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q3 2018.

Based on WealthPLAN Partners's 13F filing for Q3 2018, filed 21 Nov 2018.