WP
TIS

WealthSource Partners’s Orchids Paper Products, Inc. TIS Stock Holding History

WealthSource Partners’s Portfolio TIS Stock Details TIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,242
Closed -$361K – 298
2016
Q3 		$361K Sell
13,242
-2,552
-16% -$77K 0.13% 156
2016
Q2 		$562K Buy
15,794
+1,657
+12% +$52K 0.21% 96
2016
Q1 		$389K Buy
+14,137
New +$396K 0.16% 129

Other funds holding TIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthSource Partners's TIS Position: Q4 2016 in Review

WealthSource Partners sold out of Orchids Paper Products, Inc. (TIS) in Q4 2016, closing a stake of 13,242 shares — an estimated $361K sold.

WealthSource Partners first reported a position in TIS in Q1 2016 and held it in 3 quarters. The position peaked at $562K in Q2 2016. 85 funds tracked by Wall St. Rank hold TIS as of Q4 2016.

  • WealthSource Partners reported no remaining Orchids Paper Products, Inc. position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 13,242 Orchids Paper Products, Inc. shares in Q4 2016, an estimated $361K.
  • WealthSource Partners first reported a position in Orchids Paper Products, Inc. in Q1 2016 and held it in 3 quarters.
  • WealthSource Partners's Orchids Paper Products, Inc. position peaked at $562K in Q2 2016.
  • 85 funds tracked by Wall St. Rank held Orchids Paper Products, Inc. as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.