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Avantax Planning Partners’s American International AIG Stock Holding History

Avantax Planning Partners’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-584
Closed -$31K – 302
2018
Q3 		$31K Buy
+584
New +$31.4K ﹤0.01% 594
2018
Q2 		– Sell
-1,002
Closed -$55K – 270
2018
Q1 		$55K Buy
+1,002
New +$59.2K ﹤0.01% 515

Other funds holding AIG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Avantax Planning Partners sold out of American International (AIG) in Q4 2018, closing a stake of 584 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in AIG in Q1 2018 and held it in 2 quarters. The position peaked at $55K in Q1 2018. 789 funds tracked by Wall St. Rank hold AIG as of Q4 2018.

  • Avantax Planning Partners reported no remaining American International position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 584 American International shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in American International in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's American International position peaked at $55K in Q1 2018.
  • 789 funds tracked by Wall St. Rank held American International as of Q4 2018.

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