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Avantax Planning Partners’s ACI Worldwide ACIW Stock Holding History

Avantax Planning Partners’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-383
Closed -$9K – 247
2018
Q1 		$9K Buy
+383
New +$9.05K ﹤0.01% 1081

Other funds holding ACIW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's ACIW Position: Q2 2018 in Review

Avantax Planning Partners sold out of ACI Worldwide (ACIW) in Q2 2018, closing a stake of 383 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in ACIW in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 223 funds tracked by Wall St. Rank hold ACIW as of Q2 2018.

  • Avantax Planning Partners reported no remaining ACI Worldwide position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 383 ACI Worldwide shares in Q2 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in ACI Worldwide in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's ACI Worldwide position peaked at $9K in Q1 2018.
  • 223 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.