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Avantax Planning Partners’s First Majestic Silver AG Stock Holding History

Avantax Planning Partners’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-530
Closed -$3K – 295
2018
Q3 		$3K Buy
+530
New +$3.28K ﹤0.01% 1231
2018
Q2 		– Sell
-530
Closed -$3K – 261
2018
Q1 		$3K Buy
+530
New +$3.26K ﹤0.01% 1488

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Avantax Planning Partners sold out of First Majestic Silver (AG) in Q4 2018, closing a stake of 530 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AG in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 133 funds tracked by Wall St. Rank hold AG as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Majestic Silver position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 530 First Majestic Silver shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in First Majestic Silver in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Majestic Silver position peaked at $3K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2018.

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