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Swan Defined Risk Fund Class A
Q4 2015 vs Q2 2016
Comparing institutional holders between quarters
Quarters
Q2 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
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Q2 2016 shares — high to low
Q2 2016 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2016 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
WealthPLAN Partners, LLC
UNCHANGED
Shares
1,261
from 1,261
Change
0
(0%)
Value
$14.7K
(+$567)
Filed 2016-08-08
Institution
Status
Q2 2016 ↓
Q4 2015
Change
% Change
Q4 2015 Value
Q2 2016 Value
Value Change
Filed
WealthPLAN Partners, LLC
UNCHANGED
1,261
1,261
0
0%
$14.2K
$14.7K
+$567
2016-08-08
Showing 1 of 1 institutions