WP
WYY icon

WealthPLAN Partners’s WidePoint Corp WYY Stock Holding History

WealthPLAN Partners’s Portfolio WYY Stock Details WYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.28K Sell
1,020
-2,980
-75% -$15.6K ﹤0.01% 748
2016
Q2 		$11.8K Buy
+4,000
New +$29.1K ﹤0.01% 1669

Other funds holding WYY

NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthPLAN Partners's WYY Position: Q3 2016 in Review

WealthPLAN Partners reduced its WidePoint Corp (WYY) stake by 75% in Q3 2016, selling an estimated $15.6K and leaving 1,020 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

WealthPLAN Partners first reported a position in WYY in Q2 2016 and has held it in 2 quarters since. The position peaked at $11.8K in Q2 2016. 33 funds tracked by Wall St. Rank hold WYY as of Q3 2016.

  • WealthPLAN Partners held 1,020 shares of WidePoint Corp worth $4.28K as of Q3 2016.
  • WealthPLAN Partners sold 2,980 WidePoint Corp shares in Q3 2016, an estimated $15.6K.
  • WidePoint Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #748 holding.
  • WealthPLAN Partners first reported a position in WidePoint Corp in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's WidePoint Corp position peaked at $11.8K in Q2 2016.
  • 33 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2016.

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