WP
VGR

WealthPLAN Partners’s Vector Group Ltd. VGR Stock Holding History

WealthPLAN Partners’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-29,648
Closed -$364K – 294
2018
Q2 		$364K Buy
29,648
+1,011
+4% +$12.7K 0.07% 174
2018
Q1 		$376K Buy
28,637
+13,880
+94% +$186K 0.08% 167
2017
Q4 		$212K Buy
+14,757
New +$205K 0.06% 199

Other funds holding VGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthPLAN Partners's VGR Position: Q3 2018 in Review

WealthPLAN Partners sold out of Vector Group Ltd. (VGR) in Q3 2018, closing a stake of 29,648 shares — an estimated $364K sold.

WealthPLAN Partners first reported a position in VGR in Q4 2017 and held it in 3 quarters. The position peaked at $376K in Q1 2018. 221 funds tracked by Wall St. Rank hold VGR as of Q3 2018.

  • WealthPLAN Partners reported no remaining Vector Group Ltd. position as of Q3 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 29,648 Vector Group Ltd. shares in Q3 2018, an estimated $364K.
  • WealthPLAN Partners first reported a position in Vector Group Ltd. in Q4 2017 and held it in 3 quarters.
  • WealthPLAN Partners's Vector Group Ltd. position peaked at $376K in Q1 2018.
  • 221 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2018.

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