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WealthPLAN Partners’s Uranium Energy UEC Stock Holding History

WealthPLAN Partners’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-15,000
Closed -$20.9K – 406
2017
Q1 		$20.9K Buy
+15,000
New +$22.6K 0.07% 185
2016
Q3 		$13.7K Hold
15,000
– – ﹤0.01% 548
2016
Q2 		$13.2K Buy
+15,000
New +$12.4K ﹤0.01% 1619

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

WealthPLAN Partners's UEC Position: Q2 2017 in Review

WealthPLAN Partners sold out of Uranium Energy (UEC) in Q2 2017, closing a stake of 15,000 shares — an estimated $20.9K sold.

WealthPLAN Partners first reported a position in UEC in Q2 2016 and held it in 3 quarters. The position peaked at $20.9K in Q1 2017. 79 funds tracked by Wall St. Rank hold UEC as of Q2 2017.

  • WealthPLAN Partners reported no remaining Uranium Energy position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 15,000 Uranium Energy shares in Q2 2017, an estimated $20.9K.
  • WealthPLAN Partners first reported a position in Uranium Energy in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Uranium Energy position peaked at $20.9K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2017.

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