WP
VAR

WealthPLAN Partners’s Varian Medical Systems, Inc. VAR Stock Holding History

WealthPLAN Partners’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-260
Closed -$23.7K – 461
2017
Q1 		$23.7K Buy
+260
New +$21.7K 0.08% 170
2016
Q3 		$139K Sell
1,597
-1,596
-50% -$130K 0.05% 193
2016
Q2 		$115K Buy
+3,193
New +$232K 0.01% 557
2015
Q4 		$8.08K Buy
+114
New +$7.87K ﹤0.01% 1213

Other funds holding VAR

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's VAR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Varian Medical Systems, Inc. (VAR) in Q2 2017, closing a stake of 260 shares — an estimated $23.7K sold.

WealthPLAN Partners first reported a position in VAR in Q4 2015 and held it in 4 quarters. The position peaked at $139K in Q3 2016. 550 funds tracked by Wall St. Rank hold VAR as of Q2 2017.

  • WealthPLAN Partners reported no remaining Varian Medical Systems, Inc. position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 260 Varian Medical Systems, Inc. shares in Q2 2017, an estimated $23.7K.
  • WealthPLAN Partners first reported a position in Varian Medical Systems, Inc. in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Varian Medical Systems, Inc. position peaked at $139K in Q3 2016.
  • 550 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2017.

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