WP
RESN

WealthSource Partners’s Resonant Inc. RESN Stock Holding History

WealthSource Partners’s Portfolio RESN Stock Details RESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,000
Closed -$82K – 349
2017
Q4 		$82K Sell
11,000
-7,821
-42% -$44.2K 0.03% 298
2017
Q3 		$83K Buy
+18,821
New +$87.4K 0.03% 287

Other funds holding RESN

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthSource Partners's RESN Position: Q1 2018 in Review

WealthSource Partners sold out of Resonant Inc. (RESN) in Q1 2018, closing a stake of 11,000 shares — an estimated $82K sold.

WealthSource Partners first reported a position in RESN in Q3 2017 and held it in 2 quarters. The position peaked at $83K in Q3 2017. 33 funds tracked by Wall St. Rank hold RESN as of Q1 2018.

  • WealthSource Partners reported no remaining Resonant Inc. position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 11,000 Resonant Inc. shares in Q1 2018, an estimated $82K.
  • WealthSource Partners first reported a position in Resonant Inc. in Q3 2017 and held it in 2 quarters.
  • WealthSource Partners's Resonant Inc. position peaked at $83K in Q3 2017.
  • 33 funds tracked by Wall St. Rank held Resonant Inc. as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.