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Avantax Planning Partners’s American Airlines Group AAL Stock Holding History

Avantax Planning Partners’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-143
Closed -$6K – 279
2018
Q3 		$6K Buy
+143
New +$5.59K ﹤0.01% 1005
2018
Q2 		– Sell
-125
Closed -$6K – 239
2018
Q1 		$6K Buy
+125
New +$6.7K ﹤0.01% 1237

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's AAL Position: Q4 2018 in Review

Avantax Planning Partners sold out of American Airlines Group (AAL) in Q4 2018, closing a stake of 143 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in AAL in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 588 funds tracked by Wall St. Rank hold AAL as of Q4 2018.

  • Avantax Planning Partners reported no remaining American Airlines Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 143 American Airlines Group shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in American Airlines Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's American Airlines Group position peaked at $6K in Q3 2018.
  • 588 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.