WP
WNR

WealthPLAN Partners’s Western Refining Inc WNR Stock Holding History

WealthPLAN Partners’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-62
Closed -$2.13K – 504
2017
Q1 		$2.13K Buy
+62
New +$2.24K 0.01% 406
2016
Q3 		$1.7K Sell
61
-39
-39% -$922 ﹤0.01% 868
2016
Q2 		$1.24K Buy
+100
New +$2.35K ﹤0.01% 2304

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $111M AUM 22.51% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

WealthPLAN Partners's WNR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 62 shares — an estimated $2.13K sold.

WealthPLAN Partners first reported a position in WNR in Q2 2016 and held it in 3 quarters. The position peaked at $2.13K in Q1 2017. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • WealthPLAN Partners reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 62 Western Refining Inc shares in Q2 2017, an estimated $2.13K.
  • WealthPLAN Partners first reported a position in Western Refining Inc in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Western Refining Inc position peaked at $2.13K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

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