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Avantax Planning Partners’s ABM Industries ABM Stock Holding History

Avantax Planning Partners’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-112
Closed -$4K – 282
2018
Q3 		$4K Buy
+112
New +$3.54K ﹤0.01% 1136
2018
Q2 		– Sell
-113
Closed -$4K – 242
2018
Q1 		$4K Buy
+113
New +$4.13K ﹤0.01% 1390

Other funds holding ABM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Avantax Planning Partners sold out of ABM Industries (ABM) in Q4 2018, closing a stake of 112 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ABM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 206 funds tracked by Wall St. Rank hold ABM as of Q4 2018.

  • Avantax Planning Partners reported no remaining ABM Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 112 ABM Industries shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in ABM Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ABM Industries position peaked at $4K in Q3 2018.
  • 206 funds tracked by Wall St. Rank held ABM Industries as of Q4 2018.

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