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Avantax Planning Partners’s Aecom ACM Stock Holding History

Avantax Planning Partners’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$13K – 284
2018
Q3 		$13K Buy
+400
New +$13.2K ﹤0.01% 804
2018
Q2 		– Sell
-26
Closed -$1K – 248
2018
Q1 		$1K Buy
+26
New +$960 ﹤0.01% 1669

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Avantax Planning Partners sold out of Aecom (ACM) in Q4 2018, closing a stake of 400 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in ACM in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 269 funds tracked by Wall St. Rank hold ACM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Aecom position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 400 Aecom shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Aecom in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Aecom position peaked at $13K in Q3 2018.
  • 269 funds tracked by Wall St. Rank held Aecom as of Q4 2018.

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