APP
AL

Avantax Planning Partners’s Air Lease Corp AL Stock Holding History

Avantax Planning Partners’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-318
Closed -$15K – 307
2018
Q3 		$15K Buy
+318
New +$14.2K ﹤0.01% 767
2018
Q2 		– Sell
-307
Closed -$13K – 278
2018
Q1 		$13K Buy
+307
New +$14.1K ﹤0.01% 926

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Avantax Planning Partners sold out of Air Lease Corp (AL) in Q4 2018, closing a stake of 318 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in AL in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 319 funds tracked by Wall St. Rank hold AL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Air Lease Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 318 Air Lease Corp shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in Air Lease Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Air Lease Corp position peaked at $15K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2018.

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