WealthPLAN Partners’s Invesco Senior Income Trust VVR Stock Holding History

WealthPLAN Partners’s Portfolio VVR Stock Details VVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$5.66K	Hold	1,300	–	–	﹤0.01%	697
2016 Q2	$5.43K	Buy	+1,300	New	+$5.33K	﹤0.01%	1957
2015 Q4	$5.25K	Buy	+1,300	New	+$5.36K	﹤0.01%	1322

Other funds holding VVR

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

WealthPLAN Partners's VVR Position: Q3 2016 in Review

WealthPLAN Partners held its Invesco Senior Income Trust (VVR) position steady in Q3 2016 at 1,300 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

WealthPLAN Partners first reported a position in VVR in Q4 2015 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold VVR as of Q3 2016.

WealthPLAN Partners held 1,300 shares of Invesco Senior Income Trust worth $5.66K as of Q3 2016.
WealthPLAN Partners left its Invesco Senior Income Trust share count unchanged in Q3 2016.
Invesco Senior Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #697 holding.
WealthPLAN Partners first reported a position in Invesco Senior Income Trust in Q4 2015 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.