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Avantax Planning Partners’s Albemarle ALB Stock Holding History

Avantax Planning Partners’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-135
Closed -$13K – 308
2018
Q3 		$13K Buy
+135
New +$13.1K ﹤0.01% 805
2018
Q2 		– Sell
-135
Closed -$13K – 279
2018
Q1 		$13K Buy
+135
New +$14.9K ﹤0.01% 927
2017
Q4 		– Sell
-7,439
Closed -$1.01M – 310
2017
Q3 		$1.01M Hold
7,439
– – 0.08% 118
2017
Q2 		$785K Buy
7,439
+54
+0.7% +$5.87K 0.07% 137
2017
Q1 		$780K Buy
+7,385
New +$719K 0.07% 136

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Avantax Planning Partners sold out of Albemarle (ALB) in Q4 2018, closing a stake of 135 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in ALB in Q1 2017 and held it in 5 quarters. The position peaked at $1.01M in Q3 2017. 575 funds tracked by Wall St. Rank hold ALB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Albemarle position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 135 Albemarle shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Albemarle in Q1 2017 and held it in 5 quarters.
  • Avantax Planning Partners's Albemarle position peaked at $1.01M in Q3 2017.
  • 575 funds tracked by Wall St. Rank held Albemarle as of Q4 2018.

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