Avantax Planning Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Avantax Planning Partners’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10,299	Closed	-$152K	–	253
2018 Q1	$152K	Hold	10,299	–	–	0.01%	337
2017 Q4	$155K	Buy	+10,299	New	+$157K	0.01%	300

Other funds holding ADX

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Avantax Planning Partners sold out of Adams Diversified Equity Fund (ADX) in Q2 2018, closing a stake of 10,299 shares — an estimated $152K sold.

Avantax Planning Partners first reported a position in ADX in Q4 2017 and held it in 2 quarters. The position peaked at $155K in Q4 2017. 109 funds tracked by Wall St. Rank hold ADX as of Q2 2018.

Avantax Planning Partners reported no remaining Adams Diversified Equity Fund position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 10,299 Adams Diversified Equity Fund shares in Q2 2018, an estimated $152K.
Avantax Planning Partners first reported a position in Adams Diversified Equity Fund in Q4 2017 and held it in 2 quarters.
Avantax Planning Partners's Adams Diversified Equity Fund position peaked at $155K in Q4 2017.
109 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2018.

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