WP
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WealthPLAN Partners’s Energous WATT Stock Holding History

WealthPLAN Partners’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1
Closed -$8.92K – 782
2016
Q2 		$2.53K Buy
+1
New +$6.51K ﹤0.01% 2195

Other funds holding WATT

AC
Ascend Capital Orinda, California $1.99B AUM 10.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthPLAN Partners's WATT Position: Q3 2016 in Review

WealthPLAN Partners sold out of Energous (WATT) in Q3 2016, closing a stake of 1 share — an estimated $8.92K sold.

WealthPLAN Partners first reported a position in WATT in Q2 2016 and held it in 1 quarter. The position peaked at $2.53K in Q2 2016. 73 funds tracked by Wall St. Rank hold WATT as of Q3 2016.

  • WealthPLAN Partners reported no remaining Energous position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1 Energous share in Q3 2016, an estimated $8.92K.
  • WealthPLAN Partners first reported a position in Energous in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Energous position peaked at $2.53K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held Energous as of Q3 2016.

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