WP
VIA

WealthPLAN Partners’s Viacom Inc. Class A VIA Stock Holding History

WealthPLAN Partners’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-345
Closed -$16.6K – 493
2017
Q1 		$16.6K Buy
+345
New +$15.5K 0.06% 203

Other funds holding VIA

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFM
Lumina Fund Management New York $164M AUM 27.72% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

WealthPLAN Partners's VIA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Viacom Inc. Class A (VIA) in Q2 2017, closing a stake of 345 shares — an estimated $16.6K sold.

WealthPLAN Partners first reported a position in VIA in Q1 2017 and held it in 1 quarter. The position peaked at $16.6K in Q1 2017. 94 funds tracked by Wall St. Rank hold VIA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Viacom Inc. Class A position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 345 Viacom Inc. Class A shares in Q2 2017, an estimated $16.6K.
  • WealthPLAN Partners first reported a position in Viacom Inc. Class A in Q1 2017 and held it in 1 quarter.
  • WealthPLAN Partners's Viacom Inc. Class A position peaked at $16.6K in Q1 2017.
  • 94 funds tracked by Wall St. Rank held Viacom Inc. Class A as of Q2 2017.

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