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WealthPLAN Partners’s Waters Corp WAT Stock Holding History

WealthPLAN Partners’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$9.49K Hold
60
– – ﹤0.01% 610
2016
Q2 		$8.44K Buy
+60
New +$8.12K ﹤0.01% 1801
2015
Q4 		$8.07K Buy
+60
New +$7.71K ﹤0.01% 1214

Other funds holding WAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

WealthPLAN Partners's WAT Position: Q3 2016 in Review

WealthPLAN Partners held its Waters Corp (WAT) position steady in Q3 2016 at 60 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

WealthPLAN Partners first reported a position in WAT in Q4 2015 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold WAT as of Q3 2016.

  • WealthPLAN Partners held 60 shares of Waters Corp worth $9.49K as of Q3 2016.
  • WealthPLAN Partners left its Waters Corp share count unchanged in Q3 2016.
  • Waters Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #610 holding.
  • WealthPLAN Partners first reported a position in Waters Corp in Q4 2015 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Waters Corp as of Q3 2016.

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