APP
ACCO icon

Avantax Planning Partners’s Acco Brands ACCO Stock Holding History

Avantax Planning Partners’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-319
Closed -$4K – 283
2018
Q3 		$4K Buy
+319
New +$4.09K ﹤0.01% 1137
2018
Q2 		– Sell
-320
Closed -$4K – 244
2018
Q1 		$4K Buy
+320
New +$4.01K ﹤0.01% 1391

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Avantax Planning Partners sold out of Acco Brands (ACCO) in Q4 2018, closing a stake of 319 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ACCO in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 227 funds tracked by Wall St. Rank hold ACCO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Acco Brands position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 319 Acco Brands shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Acco Brands in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Acco Brands position peaked at $4K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Acco Brands as of Q4 2018.

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